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Administrative Assistant

1 month ago

Oakville, Canada Raymond James Financial, Inc. Full time

**Administrative Assistant**
- 2403816

Raymond James Independent Financial Services is seeking an Administrative Assistant to work in our Oakville 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**:

- Foster and support client relationships by liaising with clients, responding to requests and demonstrating proactive problem solving;
- Support clients’ general day-to-day administrative and trade requests in a timely and confidential manner;
- Handle incoming and outgoing phone calls with clients and respond to requests for information;
- Schedule appointments, prepare for meetings, and follow-up;
- Be responsible for and support the team with paperwork, manage head office correspondence, and handle the account opening process for new clients;
- Be responsible for all cash management within the team practice, including incoming and outgoing funds, purchases and redemptions of cash equivalents;
- Act as team lead during tax reporting season, liaising with tax professionals & clients to provide details, slips and updates as required;
- Assist with all marketing initiatives including social media (twitter, LinkedIn), and website content;
- Support the Financial Advisors in growth of the overall business;
- Maintain files and other general office duties.

**Requirements**:

- 2+ years of previous experience in a similar role.
- Experience in business development and social media management.
- 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.
- Comfortable working in a fast-paced, dynamic environment.

Salary Range: (based on Education, Work Experience, etc.) $50,000-60,000 in addition to competitive performance bonuses/incentives.

If you are interested in joining our team, please submit your cover letter and resume and cover letter, quoting the position by 02/28/2025 to:

- Ruby Fernandes
- Raymond James Ltd
- Address - 210-418 Iroquois Shore Rd. Oakville, ON L6H 0X7
- Phone number: 905.582.0149

**Job** Wealth management

**Primary Location** CA-ON-Oakville-Oakville

**Organization** PCG IFS

**Schedule** Full-time