Receptionist/ Branch Assistant at Raymond James Financial, Inc.

• 2600421

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.

Receptionist / Branch Assistant

How does the role impact the organization?

As a member of the team, reporting to the Branch Administrator, you will provide ongoing administrative support to the branch, and its clients.

What will your role be responsible for?

• Answer all incoming calls on the main switchboard;
• Greet and assist visiting clients and guests;
• Handle and correctly escalate urgent incoming client calls;
• Distribute and post mail;
• Organize and book boardroom meetings;
• Liaise with local caterers to order breakfast/lunches for presentations;
• Set up prior to and clean up after boardroom presentations; and after individual client/advisor meetings;
• Operate video and audio conferencing equipment;
• Accept, distribute and arrange all courier pick-up and deliveries;
• Maintain cleanliness in the kitchen, boardrooms and reception area; Maintain stationery supplies and office equipment;
• Plan & post Branch social media articles/events on various websites;
• Initiate Branch website updates; and
• Provide assistance to other employees on various branch projects as required;
• Other duties as assigned.

What can you expect from us?

Our most important investment is in people. Upon eligibility, 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?

To qualify for this opportunity you possess

• 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

• Minimum 2 years of 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

Salary Range: $45,000 - 50,000 annually, in addition to competitive performance bonuses/incentives.

Actual compensation will be determined based on skills, experience, internal equity, and other job requirements.

This posting is for an existing vacancy.

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.

We may use automated or AI-enabled tools to support parts of our recruitment and screening process, including screening, assessing or selecting applicants where applicable. These tools help us review applications efficiently, but they do not replace human decision-making.

Job

Administrative & Support Services

Primary Location

CA-BC-Kelowna-Kelowna

Organization

Branch

Schedule

Full-time

Status

Permanent Full-Time