Administrative Coordinator

3 days ago


Whitby, Canada Disability Solutions Full time
About Paragon Wealth Management

We are an independent office of Raymond James Ltd., a leading investment dealer with over 100 years of combined financial services experience. Our affiliation with Raymond James enables us to offer customized solutions and strategies tailored to our clients' unique needs.

Job Summary:

The Administrative Assistant plays a vital role in supporting our team of independent financial advisors, providing exceptional sales, marketing, and administrative assistance.

Key Responsibilities:
  • Handle all incoming and outgoing calls in a professional and timely manner.
  • Foster strong client relationships by liaising with clients, responding to requests, and proactively resolving issues.
  • Support clients with day-to-day administrative tasks, ensuring timely and confidential handling.
  • Coordinate client appointments, portfolio reviews, networking events, and other meetings.
  • Maintain the Customer Relationship Management (CRM) software up to date.
  • Manage paperwork, including head office correspondence, tax reporting, and new account openings.
  • Ensure accurate and compliant completion of paperwork.
  • Contribute to the growth of the business by supporting Financial Advisors.
  • Uphold compliance processes and policies to safeguard client assets and maintain their privacy.
Requirements:
  • Minimum 2 years of relevant experience and post-secondary degree in a related field or equivalent combination.
  • Excellent proficiency in Microsoft Office, particularly Word, Excel, PowerPoint, and Outlook.
  • Exceptional verbal and written communication skills with a high level of professionalism.
  • Strong organizational skills and attention to detail.
  • Ability to prioritize, multitask, and work within time constraints.
  • Ability to work in a team environment and demonstrate a professional and friendly demeanor.
Salary Estimate:

$45,000 - $60,000 per annum, depending on experience and qualifications.



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