Administrative Assistant

• 2500615

Raymond James Ltd. is seeking an experienced Administrative Assistant to work in our Barrie, Bayfield office. Raymond James Ltd. is one of Canada’s leading full-service independent investment dealers offering high-quality investment products and services to Canadians seeking customized personal solutions to their wealth management needs.

You will assist the Branch Manager / Portfolio Manager with providing comprehensive administrative service to their clients. You will be part of a dynamic full team, working out of 2 offices, able to work collectively towards providing excellent client service. You will be working in the Barrie office location. This is a full-time position with competitive compensation.

Specifically, you will:

• Cover the phone and respond to general inquiries, both in person and on the phone;
• Manage client documentation (new accounts and maintenance) and ensure document deficiencies for client accounts are kept to zero;
• Be responsible for monitoring client accounts and maintaining client files;
• Be involved with preparing detailed correspondence, performance reports and e-mail communication for clients;
• Provide service to both the advisors and clients’ day-to-day requests, and other general office duties as required;
• Prepare client reports and files for Advisor client meetings;
• Support cross-border operations by assisting with U.S. system administration tasks, ensuring compliance.
• Assist with administrative duties related to insurance and financial planning, including documentation, scheduling, and client follow-up.
• Contribute to the development and preparation of client reports, leveraging data and CRM tools to ensure accuracy and clarity.
• Demonstrate openness and capability to support marketing initiatives.
• Notify IT technician when service or support is needed for office systems or equipment that is beyond our abilities;
• Prepare office for Compliance visits from head office personnel;
• Liaise with head office for any office information or documents requested;

Periodic safety and light office duties, as needed:

• In winter, assist to occasionally clear walkway and put down salt for everyone’s safety;
• Prior to client meetings, walk through office area with fresh view and ensure office is clean and up to high standards;
• Be prepared to perform minor troubleshooting and software updates with office computers, fax and copier;
• Keep entry porch swept as needed, to ensure safety;
• Objective is to take collective ‘ownership’ of the office systems and safety of everyone.

To qualify for this opportunity, you possess:

• The ability to work in a team environment and demonstrate a professional and friendly manner;
• High level client service demeanor;
• A positive attitude and strong work ethic;
• Experience working within the Financial Services industry;
• Great organizational skills and a dependable nature;
• The ability to handle confidential information;
• Excellent verbal and written communication skills;
• The ability to follow and execute well laid out business processes;
• Exceptional problem-solving skills
• The ability to prioritize and stay focused;
• Openness and willingness to learn new systems;
• The ability to work well independently;
• Meticulous attention to detail;
• Proficiency with MS Office (Outlook, Word, Excel, and PowerPoint);
• Working experience with CRM system;
• A result driven, goal-oriented approach;

Industry licensing is a benefit for this position. If you are not already licensed, you should be open to become insurance and/or Securities licensed within 12 months. Completion of licensing requirements leads to increased compensation. A commitment to ongoing education and learning will provide the foundation for a rewarding career in the financial services field.

Job Wealth management Primary Location CA-ON-Barrie-Barrie Organization PCG IFS Schedule Full-time