Unlicensed Sales Assistant

2 weeks ago

Toronto, Ontario, Canada Raymond James Financial Full time

Unlicensed Sales Assistant (PCG Branch)

Job Summary

Essential Duties and Responsibilities

  • Foster and support client relationships by liaising with clients, responding to requests, and solving problems proactively;
  • Maintain excellent client service by efficiently managing incomign and outgoing client calls, providing information and helping to resolve issues;
  • Service clients' general daytoday requests;
  • Respond to and followup on inquiries from clients and coworkers in a timely and efficient manner;
  • Book and confirm appointments;
  • Help prepare documents for client meetings;
  • Manage all necessary documentation for clients and keep up to date with compliance regulations;
  • Prepare, distribute and process client documentation;
  • Maintain accurate client files;
  • Prepare professional correspondence and reports, documents and files;
  • Be involved in preparing and reviewing daily reports, client correspondence and taking ownership of project work;
  • Communicate internally with various operational and administrative departments;
  • Process and followup on security transactions and transfers;
  • Provide seamless service onboarding new clients;
  • Assist with the account opening process;
  • Open accounts and manage documentation requirements;
  • Administer the opening of all new accounts and repaper existing accounts, including receive, copy and forward all documents to New Accounts staff and follow up on any outstanding documentation;
  • Administer and prepare investment performance and tax reporting;
  • Process client requests and followup on cheque deposits, account transfers, and RRSP contributions by liaising with Credit, Compliance, RRSP, Mutual Fund or Securities Departments to solve any administrative problems;
  • Act as backup support to Financial Advisor Assistants in the verification of daily activity in accounts and review of previous day's transactions (trades, debits, transfers, errors);
  • Operate, update, and maintain the Customer Relationship Management (CRM) software;
  • Generate mailing lists and administer mass mailing efforts;
  • Handle quarterly mailings to clients & prospects;
  • Manage & maintain prospect database and marketing materials;
  • Assist in implementing marketing ideas such as newsletters, client cards, seminars and other client events;
  • Edit and distribute client communications and marketing materials;
  • Maintain and improve the team website and all social media profiles;
  • Support various office administrative duties; and
  • Other duties as assigned.

Knowledge, Skills, and Abilities

Knowledge of

  • Fundamental investment concepts, practices, and procedures used in the securities industry;
  • Administrative processes and procedures, including opening accounts, RRSPs, TFSAs, and corporate accounts;
  • Compliance practices and regulations;
  • Personal tax filing;
  • Social media (eg. Facebook, Twitter, LinkedIn, blog posts, etc.)
  • CRM (Customer Relationship Management) software and maintaining/improving CRM databases is an asset;
  • Online marketing tools including Google analytics, website assets, and SEO is an asset;
  • Website editing is an asset;
  • Salesforce is an asset; and
  • Dataphile is an asset.

Skill in

  • Organization, prioritization, and attention to detail;
  • LinkedIn, Facebook, and Twitter; and
  • Customer service and problem solving.

Ability to

  • Work within deadlines in a highvolume and demanding environment while maintaining a high level of service and an imperative attention to detail;
  • Work independently as well as collaboratively within a team environment;
  • Demonstrate a professional manner to establish and maintain effective working relationships at all levels of the organization;
  • Learn independently;
  • Act as a proactive selfstarter with a 'can do' attitude and genuine commitment to client service;
  • Exercise tact and discretion in the handling of confidential information; and
  • Communicate proficiently in French is an asset.

Educational/Previous Experience Requirements

  • A postsecondary education;
  • A minimum 2 years of administrative or investment industry experience; or
  • An equivalent combination of experience and education.

Licenses/Certifications


The Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH) designations, or a willingness to complete within the first year of employment.


Depending on eligibility, we offer:

  • Competitive Wages
  • Health Benefits Program including Life Insurance and Disability from start date
  • RRSP Matching Program from start date
  • Employee Stock Purchase Plan
  • Paid Time Off & Other Time Off such as Volunteer Day
  • Discretionary Bonuses
  • Tuition Reimbursement Program
  • Top Up Plan
  • Employee Investment Accounts
  • Flexible Work Styles

Job Administrative & Support Services

Primary Location CA-ON-Toronto-Toronto

Organization Branch

Schedule Full-time

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