Current jobs related to Administrative Assistant - Barrie - Raymond James Financial

  • Administrative Assistant

    3 days ago

    Barrie, Canada Royal Victoria Regional Health Centre Full time

    **Job Description**: The Cardiovascular Administration team oversees the mangers of the three main Cardiac departments and works alongside the medical directors of the Cardiovascular Program. The team consists of the Administrative Assistant Team Leader, Administrative Assistant, Manager, and the Operations Director. As the **Administrative Assistant**,...

  • Administrative Assistant

    1 week ago

    Barrie, Canada NorthLake Financial Corp Full time

    **Administrative Assistant** We are looking for an enthusiastic individual with excellent problem-solving skills, great attention to detail and a strong ability to multi-task. We would like you to be able to work independently as well as in a team, have friendly professional telephone manner and excellent written and verbal communication skills. Strong...

  • Administrative Assistant

    2 weeks ago

    Barrie, Canada Royal Victoria Regional Health Centre Full time

    **Job Description**: Laboratory Services is a comprehensive program that provides 2.2 million tests per annum in support of all RVH clinical programs and clinical trials. RVH Laboratory Services is an Accredited services as recognized by Institute for Quality Management in Healthcare (IQMH) and have received and maintained ISO15189 Accreditation Plus...

  • Administrative Assistant

    1 week ago

    Barrie, Canada L&M Auto Body Full time

    L&M Auto Body is a fast-paced, family-owned, and operated repair facility. We specialize in everything from Collision Repair to Complete Restoration. We are currently looking for a responsible Administrative Assistant to perform a variety of administrative and clerical tasks. L&M is open Monday through Friday from 8:00 am - 5:00 pm and employees are paid...

  • Administrative Assistant

    1 week ago

    Barrie, Ontario, Canada MV Transportation Full time

    About MVT:MVT Canadian Bus, Inc. (MVT), subsidary of MV Transportation, proudly operates theBarrie Transitconventional, specialized and on-demand transit service for the City of Barrie from a $22M state of the art facility as part of a 20-year operating contract which commenced in 2015. We are committed to being a company that makes a difference in people's...

  • Administrative Assistant

    1 week ago

    Barrie, Ontario, Canada MV Transportation Full time

    OverviewAbout MVT: MVT Canadian Bus, Inc. (MVT), subsidary of MV Transportation, proudly operates the Barrie Transit conventional, specialized and on-demand transit service for the City of Barrie from a $22M state of the art facility as part of a 20-year operating contract which commenced in 2015. We are committed to being a company that makes a difference...

  • Administrative Assistant

    2 weeks ago

    Barrie, Canada Jarlette Full time

    Join Our Team As Administrative Assistant! Full Time Jarlette Health Services is a family-centric organization that has built a tradition of excellence in making an outstanding difference in the lives of the residents, families, employees, and communities it serves. As a proudly Canadian organization, with 14 Long Term Care Homes and 6 Retirement Lodges...

  • Administrative Assistant

    7 days ago

    Barrie, Canada Neural Rehabilitation Group Full time

    We are seeking an entry-level and part time friendly, dedicated, and hard working Administrative Assistant who will provide exceptional services to our clients and team by diligently and accurately completing business-critical administrative tasks. This position will be in-office in Barrie, Ontario. Working from home cannot be accommodated for this...

  • Administrative Assistant

    2 weeks ago

    Barrie, Canada Corr Steel Fabricators Full time

    **Responsibilities**: - Greet and welcome visitors with a positive and professional demeanor. - Answer and direct phone calls, taking messages as needed. - Manage and maintain a clean and organized reception and office area. - Handle incoming and outgoing mail and packages. - Assist in coordinating meetings and appointments. - Scheduling deliveries &...

  • Administrative Assistant

    5 days ago

    Barrie, Canada Blue Feather Communications Inc. Full time

    **Blue Feather Communications Inc.** We are currently seeking those interested in an **Administrative Assistant **position at our **Barrie**, **ON** location to support management teams. In this role, you will be responsible but not limited too assigned administrative projects, maintain schedules and trackers, perform billing functions, and provide...

Administrative Assistant

3 weeks ago

Barrie, Canada Raymond James Financial Full time

**Administrative Assistant**
- 2203425

Raymond James Ltd. is seeking an experienced and licensed Administrative Assistant to work in our Barrie, Bayfield office. Raymond James Ltd. is one of Canada’s leading full-service independent investment dealers offering high-quality investment products and services to Canadians seeking customized personal solutions to their wealth management needs.

You will assist the Branch Manager / Portfolio Manager with providing comprehensive administrative service to their clients. You will be part of a dynamic full team of 2 advisors and 7 support staff working out of 2 offices, able to work collectively towards providing excellent client service. You will be working just in the Barrie office location. This is a contract full-time position with a competitive compensation and benefits package.

Specifically, you will:

- Cover the phone and respond to general inquiries, both in person and on the phone;
- Manage all client documentation (new accounts and maintenance) and ensure document deficiencies for client accounts are kept to zero;
- Enter trades, experience working with a Portfolio Manager a benefit
- Be responsible for monitoring client accounts and maintaining client files;
- Liaise with the Raymond James back office and external third parties;
- Provide service to both the advisors and clients’ day-to-day requests, and other general office duties as required;
- Prepare client reports and files for Advisor client meetings;
- Assist in planning, organizing and executing client and charitable events periodically throughout the year;
- Perform light office cleaning such as wiping down table and tidying up the common office areas, as needed after client meetings;
- In winter assist to occasionally clear walkway for clients and put down salt for safety;
- Keep entry porch swept as needed, to ensure safety;
- Prior to client meetings walk through office area with fresh view and ensure office is clean and up to standards;
- Be prepared to perform minor troubleshooting and software updates with office computers, fax and copier, with tech support;
- Notify IT technician, copier service team, etc. when service or support is needed for office systems or equipment that is beyond our abilities;
- Collect all mail (ingoing and outgoing) and review for meeting compliance requirements;
- Prepare banking deposit documentation for client cheques and take to the bank for deposit;
- Prepare office for Compliance visits from head office personnel;
- Liaise with head office for any office information or documents requested;

To qualify for this opportunity, you possess:

- The ability to work in a team environment and demonstrate a professional and friendly manner;
- High level client service demeanor;
- A positive attitude and strong work ethic;
- Experience working within the Financial Services industry;
- Great organizational skills and a dependable nature;
- The ability to handle confidential information;
- Excellent verbal and written communication skills;
- The ability to follow and execute well laid out business processes;
- Exceptional problem-solving skills
- The ability to prioritize and multitask;
- Openness and willingness to learn new systems;
- The ability to work well independently;
- Meticulous attention to detail;
- Proficiency with MS Office (Outlook, Word, Excel, and PowerPoint);
- Working experience with Dataphile and or Croesus a benefit;
- A result driven, goal-oriented approach;

Industry licensing is mandatory for this position. If you are not already licensed, you may become CSC licensed within 6 months - complete the CSC, CPH and in-house training program. Completion of the CSC leads to increased compensation.

**Job** Wealth management

**Primary Location** CA-ON-Barrie-Barrie

**Organization** PCG IFS

**Schedule** Full-time