Online Seller
1 week ago
Licensed Sales Assistant
The primary role of the Licensed Sales Assistant is to support a team of financial advisors and the Branch Manager (BM) by ensuring the office is managed efficiently and effectively. The position is responsible for entering client trades, servicing client requests and processing trade instructions by phone, and ensuring client paperwork is up to date and accurate.
This is a supportive team environment which promotes personal career growth. Drawing on previous experience as an Administrative Assistant in a financial services firm, or upon a degree/diploma within Financial Management or Business Administration, you must have meticulous attention to detail, possess a positive attitude, and have exceptional interpersonal skills. Support clients’ general day-to-day administrative and trade requests in a timely and confidential manner;
Handle incoming and outgoing phone calls with clients and respond to requests for information;
Be responsible for and support the team with paperwork, manage head office correspondence, and handle the account opening process for new clients;
Act as team lead during tax reporting season, liaising with tax professionals & clients to provide details, slips and updates as required;
Assist with all marketing initiatives including social media (twitter, LinkedIn), and website content;
Maintain files and other general office duties;
Generate and identify leads from online resources and qualify leads via cold calling;
Conduct research on market intelligence;
Assist with marketing events, seminars, client meetings etc.;
Work within LinkedIn and Salesforce; Grow and take courses as required for regulatory purposes;
Upon eligibility, Raymond James Ltd offers flexible workstyles, 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.
Previous experience in administrative processes and procedures, including opening accounts, RRSPs, TFSAs, and corporate accounts;
Social media (eg. Facebook, Twitter, LinkedIn, blog posts, etc.);
Personal tax filing;
CRM (Customer Relationship Management) software and maintaining/improving CRM databases is an asset;
Online marketing tools including Google analytics, website assets, SEO, Facebook, LinkedIn, and Twitter is an asset;
Website editing is an asset;
Salesforce is an asset; Dataphile is an asset.
Microsoft Office with a willingness and ability to learn new applications;
LinkedIn, Facebook, and Twitter; Customer service and problem solving.
Demonstrate advanced face-to-face, email, videoconferencing, and telephone etiquette and relationship management skills;
Communicate proficiently in French is an asset.
Experience in the investment brokerage, financial services, banking, or accounting industry is an asset.
When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture.
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