Branch Assistant

1 week ago

Victoria, Canada Raymond James Financial Full time

**Branch Assistant**
- 2300253

**Job Summary**

The primary role of Branch Assistant is to provide operational and administrative support to the office. The individual will assist in the implementation of branch directives and ensure that a high level of service quality is evident in all aspects of day-to-day operations.

**Essential Duties and Responsibilities**
- Greet and assist visiting clients and guests;
- Cover reception and respond to general inquiries, both in person and on the phone;
- Handle and correctly escalate urgent incoming client calls;
- Receive and process all cheques/banking;
- Sort and deliver mail, status slips, monthly statements and assist with mail-outs for brokers;
- Accept, distribute and arrange all courier pick-up and deliveries;
- Organize catering for meetings, special events and luncheons; organize and book boardroom meetings;
- Set up prior to and clean up after boardroom presentations and individual client/advisor meetings;;
- Maintain cleanliness of common areas and office supplies & equipment;
- Act as backup support to Financial Advisor Assistants in the verification of daily activity in accounts, review of previous day’s transactions (trades, debits, transfers, errors) and account openings;
- Foster and support client relationships by liaising with Investment Advisor Assistants, responding to their requests, and proactive problem solving;
- Participate in preparing and reviewing daily reports, client correspondence, and taking ownership of project work;
- Coordinate with branch marketing initiatives including client appreciation events, mailings, website development/maintenance and social media;
- Support the Branch Administrator & Branch Manager with general office administration; and
- Other duties as assigned.

**Knowledge, Skills, and Abilities**

**Knowledge of**
- Fundemental investment concepts, practices, and procedures used in the securities industry.

**Skill in**
- Time management with the ability to prioritize, multitask, and work within time constraints; and
- Problem solving.
- Canva

**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;
- Assist others with flexibility and willingness as required;
- Work independently as well as collaboratively within a team environment;
- Maintain a professional manner to establish and maintain effective working relationships at all levels of the organization;
- Exercise tact and discretion in the handling of confidential information; and
- Communicate proficiently in French is an asset.

**Educational/Previous Experience Requirements**
- A minimum of 2 years’ experience in the Investment Brokerage or Financial Services Industry (preferred).
- 1 year of Branch Assistant Experience (preferred)

**Licenses/Certifications**
- Completion of the Canadian Security Course (CSC) and the Conduct and Practices Handbook (CPH) is an asset.

**Job** Administrative & Support Services

**Primary Location** CA-BC-Victoria-Victoria

**Organization** Branch

**Schedule** Full-time

**Status** Permanent Full-Time

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