Licensed Assistant

4 weeks ago

Calgary, Canada Raymond James Financial Full time

Job Description - Licensed Assistant (part-time) (2400654)

Licensed Assistant (part-time) - 2400654

Raymond James Independent Financial Services, Filo Financial Solutions is seeking a part-time Licensed Assistant to work in our Calgary location. Raymond James Ltd. is one of Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs. 

Drawing on at least two years previous experience as a Licensed Administrative Assistant in a financial services firm, the candidate must have a meticulous attention to detail, possess a positive attitude and have exceptional interpersonal skills, as they will be dealing directly with clients. The successful candidate must also be responsible, self-motivated and a team player.

This position’s primary focus is to assist Financial Advisors build their business using strong administration, communication and interpersonal skills.

Specifically, you will:
• Process and follow-up on security transactions, transfers and account openings;
• Manage incoming and outgoing phone calls with clients;
• Foster and support client relationships;
• Open accounts and manage all documentation requirements;
• Update accounts and create bi-annual portfolio reviews;
• Foster and support client relationships by liaising with clients, respond to requests and proactive problem solving;
• Be involved in preparing correspondence and reports, event planning and coordination;
• Review and process all cheques, banking and stock certificates from clients;
• Maintain Financial Advisor files and other general office duties.
• Prepare and analyze insurance quotes, as well as complete applications
• Data entry for financial plans
• Cover office phone lines and respond to general inquiries
• Coordinate office supplies 
• Perform project-based work and marketing

To qualify for this opportunity, you possess: 
• A minimum of 2 years investment industry experience; 
• Completion of the Canadian Securities course as well as the Conducts and Practices Handbook;
• LLQP an asset
• Experience with Dataphile is a definite asset;
• Superior customer service skills;
• Proficiency with Microsoft Office (Word, Excel, PowerPoint & Outlook), Internet Explorer and contact management software; 
• The ability to handle confidential information;
• Excellent verbal and written communication skills;
• The ability to work in a team environment and demonstrate a professional and friendly manner;
• Strong organizational and problem-solving skills;
• Meticulous attention to detail.

If you would like a challenging and rewarding opportunity in financial services, please email your resume and covering letter, quoting the position by to:

To be considered for employment candidates will be required to provide proof of citizenship, permanent residency or eligibility to work in Canada with no restrictions. 

We require applicants to complete a background verification process prior to commencing employment with the company, including but not limited to a credit and criminal record check.

Employment is contingent on the satisfactory completion of a pre-employment background check. 

We sincerely thank all applicants who express an interest in this role: only those being directly considered will be contacted. Raymond James Ltd. recognizes the value of a diverse workforce and appreciates the unique skills and special contribution of each employee. We are committed to accessibility for candidates through all stages of the recruitment process. Should you require accommodation, please contact us using the above email details.

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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