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Administrative Assistant

3 months ago

Abbotsford, Canada Raymond James Financial Full time

Job Description - Administrative Assistant (2401920)

Cindy Boury Private Wealth Management of Raymond James Ltd. is seeking a full-time Administrative Assistant to work in our Garden Court branch office in Abbotsford BC – #200 -2881 Garden St, Abbotsford, BC, V2T 4X1.

Raymond James is one of Canada’s leading full-service independent investment dealers, offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs. Cindy Boury Private Wealth Management is an independent branch of Raymond James Ltd. Check us out on Facebook: www.facebook.com/cindybourypwm/ or our website: www.cindybourypwm.ca 

The primary role of the Administrative Assistant is to support a team of financial advisors. The Administrator is responsible for client service, preparing for meetings, processing paperwork and servicing client requests. This is a great work environment, which supports personal career growth and team support.

Your hours of work will be 8:30 AM - 4:30 PM Monday to Friday. The position is available immediately.

Specifically, you will:

· Support clients’ general day-to-day administrative duties in a timely and confidential manner.

· Assist and support the team with paperwork and reporting, manage head office correspondence, and facilitate the account opening process for new clients.

· Answer client phone calls and respond to general inquiries on the phone or in person.

· Maintain Financial Advisor files, update accounts and other general office duties.

· Process and follow-up on security transactions and transfers.

· Foster and support client relationships by liaising with clients, respond to requests and proactive problem solving.

· Ensure all paperwork is completed correctly and in adherence to regulatory requirements.

· Perform project-based work and a variety of routine office duties as required.

· Other duties as assigned.

To qualify for this opportunity, you possess:
• Excellent verbal and written communication skills.
• Proficiency with Microsoft Office (Excel, Word, PowerPoint & Outlook), and CRM experience is an asset.
• Meticulous attention to detail.
• The ability to work within tight deadlines.
• The ability to work both independently and in a team environment and demonstrate a professional, friendly manner.
• Outstanding customer service skills.
• The ability to handle confidential information.
• Strong organizational and problem-solving skills.
• Ability to manage your own time and be a self-starter on given tasks.
• A dependable, responsible nature.

Desired Skills (but not required): 
• Experience in the financial investment industry.
• Previous experience in a Financial Administrative position.
• Experience with the Dataphile program and/or CRM software.

This is a permanent full-time position. Compensation will be discussed based on experience and qualifications. 
To apply, please email a cover letter, resume and hourly wage expectation, quoting the position to: cindybourypwm@raymondjames.ca

We thank all candidates for their interest and advise that only those under consideration will be contacted.

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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