Administrative Assistant

3 months ago

Vancouver, Canada Raymond James Ltd Full time

_At Raymond James, _**we **_develop, _**we **_collaborate, _**we **_decide, _**we **_deliver, and _**we **_improve together_.

Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.
- **Administrative Assistant **_

**How does the role impact the organization?**

The primary role of the Administrative Assistant is to support the Financial Advisor and Associate, ensuring the highest standards in client service.The position is responsible for entering client trades, servicing client requests and processing trade instructions by phone, and ensuring client paperwork is up to date and accurate.

**What is the position responsible for?**
- Maintain and update the client contact list;
- Ensure smooth operational flow and resolve internal process-related issues;
- Stay updated with regulatory requirements and ensure compliance adherence;
- Implement and oversee compliance policies and procedures within the organization;
- Utilize CRM software to manage and update client information (Open new accounts, Application follow up internally and externally, KYC updates and Transfers In);
- Process and manage requests for cheques, wire transfers, and monthly distributions;
- Handle currency conversion processes for international transactions;
- Coordinate and support restructuring efforts as required;
- Generate and maintain accurate transaction reports as per regulatory requirements;
- Support various administrative functions within the organization;
- Provide a welcoming and professional environment for clients visiting the office;
- Coordinate with team members for adequate coverage during absences;
- Assist in preparing materials, logistics, and arrangements for meetings; and
- Perform basic website maintenance tasks which includes updating and ensuring the accuracy and relevance of content on the website.

**What can you expect from us?**

Our most important investment is in people. Upon eligibility, Raymond James Ltd offers **flexible workstyles,** a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more We also support internal promotion and community involvement.

**What do we expect from you?**

**To qualify for this opportunity you possess**:

- Knowledge of fundamental investment concepts, practices, and procedures used in the securities industry;
- Previous experience in administrative processes and procedures, including opening accounts, RRSPs, TFSAs, and corporate accounts;
- Compliance practices and regulations;
- Social media (eg. Facebook, Twitter, LinkedIn, blog posts, etc.);
- CRM (Customer Relationship Management) software and maintaining/improving CRM databases is an asset;
- Online marketing tools including Google analytics, website assets, SEO, Facebook, LinkedIn, and Twitter is an asset;
- Website editing is an asset;
- Salesforce is an asset; and
- Dataphile is an asset.

**Skill in**:

- Organization, prioritization, and attention to detail;
- LinkedIn, Facebook, and Twitter; and
- Customer service and problem solving.

**Ability to**:

- Work within deadlines in a high-volume and demanding environment while maintaining a high level of service and an imperative attention to detail;
- Manage multiple deadlines and tasks;
- Work independently as well as collaboratively within a team environment;
- Display flexibility and willingness to assist others as required;
- Exercise tact and discretion in the handling of confidential information; and
- Communicate proficiently in French is an asset.

**Educational/Previous Experience Requirements**:

- Post-secondary education;
- A minimum of 3 years of industry related experience; and
- Experience in the investment brokerage, financial services, banking, or accounting industry is an asset.

**Licenses/Certifications**:

- Investment Representative licensing, including the successful completion of the Canadian Securities Course and the Conduct and Practices Handbook is preferred

**We encourage our associates at all levels to**:

- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm

At Raymond James - we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Pay: $45,000.00-$55

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