Branch Assistant

2 weeks ago

Ottawa, Ontario, Canada Raymond James Financial Full time

Branch Assistant

  • 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.


_ Branch Assistant_

How does the role impact the organization?
The primary role of Branch Assistant is to provide operational and administrative support to the office.

The individual will assist in the implementation of branch directives and ensure that a high level of service quality is evident in all aspects of day-to-day operations.

This is full-time, in-office position with a schedule of Monday-Friday 8:30am-4:30pm.

What is the position responsible for?

  • Greet and assist visiting clients and guests;
  • Manage the reception area and respond to general inquiries, both in person and on the phone;
  • Handle and correctly escalate urgent incoming client calls;
  • Receive and process all cheques/banking;
  • Sort and deliver mail, status slips, monthly statements and assist with mailouts for advisor teams;
  • Accept, distribute and arrange all courier pickup and deliveries;
  • Organize catering for meetings, special events and luncheons; organize and book boardroom meetings;
  • Set up prior to and clean up after boardroom presentations and individual client/advisor meetings;;
  • Maintain cleanliness of common areas and office supplies & equipment;
  • Act as backup support to Financial Advisor Assistants in the verification of daily activity in accounts, review of previous day's transactions (trades, debits, transfers, errors) and account openings;
  • Foster and support client relationships by liaising with advisor teams, responding to their requests, and proactive problem solving;
  • Participate in preparing and reviewing daily reports, client correspondence, and taking ownership of project work;
  • Coordinate with branch marketing initiatives including client appreciation events, mailings, website development/maintenance and social media; and
  • Support the Branch Administrator & Branch Manager with general office administration.

What can you expect from us?
Our most important investment is in people, 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.


Qualifications

  • Knowledge of Fundamental investment concepts, practices, and procedures used in the securities industry.
  • Skills in time management with the ability to prioritize, multitask, and work within time constraints;
  • Ability to work within deadlines in a highvolume and demanding environment while maintaining a high level of service and an imperative attention to detail;
  • Assist others with flexibility and willingness as required;
  • Work independently as well as collaboratively within a team environment;
  • Maintain a professional manner to establish and maintain effective working relationships at all levels of the organization;
  • Exercise tact and discretion in the handling of confidential information; and

How to differentiate yourself from others?

  • Communicate proficiently in French is an asset.
  • Completion of the Canadian Security Course (CSC) and the Conduct and Practices Handbook (CPH) is an asset
  • A minimum of 2 years' work experience in the Investment Brokerage or Financial Services Industry.

Job Administrative & Support Services

Primary Location CA-ON-Ottawa-Ottawa

Organization Branch

Schedule Full-time

Status Permanent Full-Time

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