Branch Assistant

• 2500612

At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.

Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

Branch Assistant

How does the role impact the organization?

This role will be reporting to the Branch Manager, providing ongoing administrative support to the branch, and its clients. You will be the first point of contact, the Branch Assistant expertly manages client interactions and maintains seamless office operations, and embodies the pinnacle of professionalism and efficiency.

What is the position responsible for?

• Answer and triage incoming calls via the main switchboard
• Greet and assist visiting clients and guests
• Escalate urgent client calls appropriately
• Provide cage coverage
• Track document deficiencies and address unknown reports
• Coordinate employee birthday recognition
• Process miscellaneous ServiceNow ticket requests
• Support planning and execution of branch events
• Process various invoices and manage employee expense forms
• Prepare and send out the monthly newsletter
• Organize and book boardroom meetings, including catering coordination
• Set up and clean up for presentations and client/advisor meetings
• Operate video and audio conferencing equipment
• Maintain cleanliness of kitchen, boardrooms, and reception area
• Monitor and replenish stationery supplies and office equipment
• Manage branch social media posts and website updates
• Assist with various branch projects as needed

What can you expect from us?

Our most important investment is in people, Raymond James Ltd offers a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more! We also support internal promotion and community involvement.

What do we expect from you?

• Proficient in MS Office including Word, Excel, and Outlook
• Excellent Verbal, written and interpersonal communication skills;
• Strong customer service skills;
• Superb organizational and prioritization abilities;
• Must have a professional and reliable demeanor;
• The ability to be adaptable and flexible;
• Thrives in a fast-paced work setting; and
• Maintain a friendly and professional conduct.

Educational/Previous Experience Requirements

• Previous Reception/Administrative Assistant experience

We encourage our associates at all levels to:

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

At Raymond James – we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at [email protected]. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.