Administrative Assistants-Temp-Legal

4 weeks ago


Saskatoon SK, Canada Raymond James Financial Full time

Job Description - Administrative Assistant (2400913)
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.
Team Administrative Assistant
The primary role of the Administrative Assistant is to support one of the high producing Advisory teams ensuring the clients receive outstanding service.
The candidate is a self-motivated individual with exceptional administrative skills and a dependable nature. This is an entry level position within a supportive team environment whose contributions are important to the success of the client relationship with the Financial Advisor, and to the success of team as a whole. The candidate should be drawing on previous experience as an Administrative Assistant or in a financial services firm, or upon a degree/diploma within Business Administration. Provide accurate, organized and efficient administrative support to two advisors on a fast-paced growing team;
Be responsible for and support the team with paperwork & manage head office correspondence;
Basic financial administrative duties including sending funds, address changes, client account agreement updates and other documents in the everyday management of clients financial accounts;
Communicate internally with various operational and administration departments;
Assist during tax reporting season, liaising with tax professionals & clients to provide details, slips and updates as required;
Handle incoming and outgoing phone calls with clients and respond to requests for information;
Perform general office duties; Upon eligibility, Raymond James Ltd offers  flexible workstyles,  a competitive compensation and benefits package. We also support internal promotion and community involvement.
A working knowledge of administrative processes and procedures;
Proficiency with Microsoft Office (Word, Excel, PowerPoint & Outlook), Internet Explorer;
Knowledge of Goldmine & Dataphile Software an asset;
Licenses and Certifications
~ Completion of the Canadian Securities Course (CSC) is an asset.

When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. Customers’ accounts are protected by the Canadian Investor ProtectionFund within specified limits. Please consult each subsidiary’s webpagesfor applicable corporate, regulatory or membership information.
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