Administrative Assistant

1 week ago

Kelowna, Canada Raymond James Financial Full time

**Administrative Assistant**
- 2301411

**Job Summary**

**Essential Duties and Responsibilities**
- Handle all incoming and outgoing phone calls;
- Manage and maintain all paperwork;
- Prepare professional correspondence and reports, documents, and files;
- Respond to requests for information in a timely manner;
- Service clients’ general day-to-day requests;
- Communicate internally with various operational and administrative departments;
- Maintain the Customer Relationship Management (CRM) software;
- Other duties as assigned.

**Qualifications - External**

**Knowledge, Skills, and Abilities**

**Knowledge of**:

- MS Office (Word, Excel, PowerPoint, and Outlook), Internet Explorer and business related software;
- Social Media (Facebook, LinkedIn, Twitter, Instagram & YouTube); and
- CRM (Customer Relationship Management) software is an asset;
**Skill in**:

- Interpersonal, as well as verbal and written communication; and
- Organization and problem solving.

**Ability to;**
- Learn independently;
- Be proactive self-starter with a ‘can do’ attitude and the desire to take ownership of their position;
- Pay meticulous attention to detail;
- Prioritize and manage multiple deadlines and tasks; and
- Work in a team environment and demonstrate a professional and friendly manner.

**Education and Experience**
- Minimum 2 years of administrative experience; and
- Post-secondary education

**Licenses and Certifications**
- Completion of the Canadian Securities Course (CSC) is an asset.
- If not already obtained; completion of CSC within the first 12 months of employment required

**Depending on eligibility, we offer**:

- Competitive Wages
- Health Benefits Program including Life Insurance and Disability from start date
- RRSP Matching Program from start date
- Employee Stock Purchase Plan
- Paid Time Off & Other Time Off such as Volunteer Day
- Discretionary Bonuses
- Tuition Reimbursement Program
- Top Up Plan
- Employee Investment Accounts
- Flexible Work Styles

**Job** Wealth management

**Primary Location** CA-BC-Kelowna-Kelowna

**Organization** Branch

**Schedule** Full-time

**Status** Permanent Full-Time

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