Administrative Assistant
4 weeks ago
Job Description - Administrative Assistant (2400971)
Administrative Assistant - 2400971
Type Permanent; Part Time
In office hours Tuesday -Thursday 8:30-5pm
Description We are a Financial Planning Boutique providing a variety of services to high net worth clients. Our in office working environment offers a close knit, small office with a motivated, energetic team.
Compensation Package
· Equivalent of 3 weeks annual vacation
· 6 month probationary period
Job responsibilities
· Completion of new account application forms and updates
· Managing sensitive correspondence & documents
· Printing & mailing quarterly statements & packages
· Managing client information on client database Goldmine
· Liaising with clients on the phone and in person
· Managing the office supplies and front of house experience
· Coordinating information required for client meetings
· Back up coverage for main Administrator
Requirements:-
· High attention to detail and accuracy
· Confident, high energy & outgoing personality
· Team oriented
· Quick learner
· Experience using Goldmine or Dataphile an asset
Education: High School completion minimum
College certificate preferred
Canadian Securities Course an asset
Raymond James Ltd. is a member of the Investment IndustryRegulatory Organization of Canada (IIROC) and of the Canadian Investor ProtectionFund (CIPF). Customers’ accounts are protected by the Canadian Investor ProtectionFund within specified limits. A brochure describing the nature and limits ofcoverage is available upon request or at . 3Macs, MacDougall,MacDougall & MacTier and Raymond James Correspondent Services are divisions ofRaymond James Ltd. Raymond James Ltd. is an integrated financial services firm. Itssubsidiaries, Raymond James Investment Counsel Ltd., Raymond James FinancialPlanning Ltd., Raymond James Trust (Canada) and Raymond James Trust (Québec) Ltd.are not members of the IIROC or the CIPF. Please consult each subsidiary’s webpagesfor applicable corporate, regulatory or membership information.www.cipf.ca
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