Full-Time Administrative Assistant at Raymond James
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Elevate client support as a Full-Time Administrative Assistant with Raymond James in Calgary. Ensure administrative efficiency, client service, and collaboration within a dynamic financial services team. Raymond James Ltd. seeks an Administrative Assistant to support financial advisors in a fast-paced environment. With a focus on administrative management, you will handle scheduling, client requests, and prepare for meetings. Exceptional interpersonal skills and a degree in Financial Management or Business Administration are essential for success in this role. Key Responsibilities:
- Foster client relationships through proactive communication
- Support day-to-day administrative requests confidentially
- Prepare client meeting presentations using PowerPoint
- Maintain accurate records in CRM software
- Assist with marketing initiatives on social media
- Three years of relevant administrative experience
- Knowledge of investment concepts and regulations
- Experience with CRM software and Microsoft Office
- Strong organizational skills with attention to detail
- Ability to manage multiple tasks under deadlines
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calgary, ab, Canada Raymond James Ltd. Full-timeElevate client support as a Full-Time Administrative Assistant with Raymond James in Calgary. Ensure administrative efficiency, client service, and collaboration within a dynamic financial services team. Raymond James Ltd. seeks an Administrative Assistant to support financial advisors in a fast-paced environment. With a focus on administrative...
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