Administrative Assistant

6 days ago

Burnaby, Canada Raymond James Financial Full time

**Administrative Assistant - Casual Associate**
- 2302020
- 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.

**_ Associate, Life Insurance Administration_**

**Job Summary**
You will provide daily office services to support the Life Insurance Administration as well as customer service support. Your primary responsibility will be to ensure smooth administration of the department’s document management processes, handle incoming and outgoing mail, distribution of policy statements and notices, and assisting the team with various policy-related tasks.

**Essential Duties and Responsibilities**
- Document Administration: Efficiently handle incoming/outgoing mail, and processing of carrier policy statements and notices to advisors. Ensure accuracy and completeness of all policy-related documentation distribution.
- Cross-Team Collaboration: Collaborate and corresponded closely with Life Insurance Administration team and insurance agents to ensure cohesive and streamlined service experience.

**What can you expect from us?**

Our most important investment is in people, 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.

**Qualifications**
- Experience in a similar role, preferably in financial services firm exposure to both insurance and investments;
- Familiarity with industry regulations and compliance standards;
- Detail-oriented with exceptional organizational and multitasking abilities;

**How to differentiate yourself from others**:

- Knowledge of life insurance products, carrier process, and life insurance administration;
- Knowledge of Equisoft Centralize, Microsoft Dynamics CRM, and/or Dataphile; and/or
- Insurance license an asset.

Job Administrative & Support Services
Primary Location CA-BC-Burnaby
Organization PCS Admin
Schedule Full-time
Status Permanent Full-Time

v

**Job** Administrative & Support Services

**Primary Location** CA-BC-Burnaby-Burnaby

**Organization** HR

**Schedule** Part-time

**Status** Temporary Part-Time

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