Administrative Assistant

2 weeks ago


Calgary, Canada Raymond James Financial Full time

**Administrative Assistant**
- 2303889

Raymond James Independent Financial Services is seeking an Administrative Assistant to work in our Calgary Office. 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.
- Responsibilities:

- Regularly report to and communicate with the Financial Advisor and team regarding client service and account management
- Provide quick, effective responses and resolutions to all account administration queries
- Escalate account administration problems/client issues if required
- Coordinate and manage account openings with regular follow up and timely, professional client communication
- Non-Registered Accounts / Non-Qualified Accounts
- Registered Accounts/Qualified Accounts
- Corporate Accounts and more
- Coordinate all aspects of account transfers including back-office follow up and communication to clients
- Coordinate initial set up and accurate implementation of all Systematic Account Programs
- Respond to, initiate and follow up on all Cheque and Wire requests and notify clients promptly & professionally
- Create and curate content for the agency’s various social media accounts
- CRM (Maximizer) Database Entry & Updating

**Requirements**:

- 1+ years of previous administrative experience in a similar role
- Diploma or equivalent
- Understanding of the Finance Industry through CSC or other avenues
- Excellent communication skills, both written and verbal
- Strong attention to detail and ability to multitask
- Proficiency in Microsoft Office (Word, Excel, Outlook), and social media platforms
- Ability to work independently and take initiative
- Strong organizational skills and above average ability to work independently with little supervision
- Must be able to work in a fast-paced environment with demonstrated ability to juggle and prioritize multiple, competing tasks and demands, and to seek supervisory assistance as appropriate.

This position is full-time and offers competitive base pay plus bonus, paid vacation leaves commensurate with experience.

If you would like a challenging and rewarding opportunity in financial services, please send your resume and cover letter, quoting the position name by 01/15/2024 to:
Doug Pinder
IFS Calgary Raymond James Ltd
1900 11th Street SE, Calgary, AB T2G 3G2
Phone number: 403-671-2433

**Job** Wealth management

**Primary Location** CA-AB-Calgary-Calgary

**Organization** PCG IFS

**Schedule** Full-time



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