Administrative Assistant

2 weeks ago

Abbotsford, Canada Raymond James Financial, Inc. Full time

**Administrative Assistant**
- 2401920

Cindy Boury Private Wealth Management of Raymond James Ltd. is seeking a full-time Administrative Assistant to work in our Garden Court branch office in Abbotsford BC.

The primary role of the Administrative Assistant is to support a team of financial advisors. The Administrator is responsible for client service, preparing for meetings, processing paperwork and servicing client requests. This is a great work environment, which supports personal career growth and team support.

Your hours of work will be 8:30 AM - 4:30 PM Monday to Friday. The position is available immediately.

Specifically, you will:

- Support clients’ general day-to-day administrative duties in a timely and confidential manner.
- Assist and support the team with paperwork and reporting, manage head office correspondence, and facilitate the account opening process for new clients.
- Answer client phone calls and respond to general inquiries on the phone or in person.
- Maintain Financial Advisor files, update accounts and other general office duties.
- Process and follow-up on security transactions and transfers.
- Foster and support client relationships by liaising with clients, respond to requests and proactive problem solving.
- Ensure all paperwork is completed correctly and in adherence to regulatory requirements.
- Perform project-based work and a variety of routine office duties as required.
- Other duties as assigned.

To qualify for this opportunity, you possess:

- Excellent verbal and written communication skills.
- Proficiency with Microsoft Office (Excel, Word, PowerPoint & Outlook), and CRM experience is an asset.
- Meticulous attention to detail.
- The ability to work within tight deadlines.
- The ability to work both independently and in a team environment and demonstrate a professional, friendly manner.
- Outstanding customer service skills.
- The ability to handle confidential information.
- Strong organizational and problem-solving skills.
- Ability to manage your own time and be a self-starter on given tasks.
- A dependable, responsible nature.
- Desired Skills (but not required):

- Experience in the financial investment industry.
- Previous experience in a Financial Administrative position.
- Experience with the Dataphile program and/or CRM software.

This is a permanent full-time position. Compensation will be discussed based on experience and qualifications.

**Job** Wealth management

**Primary Location** CA-BC-Abbotsford-Abbotsford

**Organization** PCG IFS

**Schedule** Full-time

**Status** Permanent Full-Time

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