Office Administrator

**Office Administrator**
- 2400970

Umbrella Wealth Management, an Independent Financial Services office of Raymond James Ltd., is growing and seeking an experienced Office Administrator to work in our Calgary branch. 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 solutions to their wealth management needs.

As an office administrator, you will provide ongoing operational administrative support to our team of Financial Advisors and oversee other staff making sure all tasks are completed on time. You 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. In addition, you will assist the Financial Advisors in providing comprehensive financial services to their clients.

A self-motivated individual with exceptional administrative skills and a dependable nature, you bring to the role an ability to work within deadlines both independently and as part of a team. Proven effective time management skills and a focus on client service is a must.

Specifically you will:

- Provide administrative support to Financial Advisors and interaction with back-office in order to facilitate client support, and to ensure efficient operations;
- Foster and support client relationships by liaising with clients, responding to requests and demonstrating proactive problem solving;
- Handle incoming and outgoing phone calls with clients and respond to requests for information;
- Schedule appointments, prepare for meetings, and follow-up;
- Review and process all cheques, banking and transfers from clients;
- Be responsible for and support the team with paperwork, manage head office correspondence, and review all new account documentation before it is signed by advisors;
- Ensure record keeping and client communications are recorded in CRM according to industry standards and compliance;
- Be responsible for assisting in monitoring clients’ financial situations, and keeping client accounts up to date;
- Maintain client files and perform a variety of routine office duties as required;
- Use Word, Excel, and PowerPoint programs to store, edit, format, print and revise letters, memos, reports, forms, labels and other printed material; and
- Be involved in preparing correspondence, reports, and other client communications.

To qualify for this opportunity you possess:

- 2 or more years experience in the investment industry;
- Must have investment industry knowledge;
- Experience with Croesus and Dataphile would be an asset;
- CIRO licensed preferred, or working towards completion of the Canadian Securities course as well as the Conducts and Practices Handbook;
- Accounting background would be an asset;
- Superior customer service and communication skills;
- Proficiency with Microsoft Office (Word, Excel, PowerPoint & Outlook), Internet Explorer and contact management software;
- The ability to handle confidential information;
- Excellent verbal and written communication skills;
- The ability to work in a team environment and demonstrate a professional and friendly manner;
- Strong organizational and problem-solving skills; and
- Meticulous attention to detail.

This is a permanent full-time position, with competitive compensation, flexible hours and benefits package.

We sincerely thank all applicants who express an interest in this role: only those being directly considered will be contacted.

**Job** Wealth management

**Primary Location** CA-AB-Calgary-Calgary

**Organization** PCG IFS

**Schedule** Full-time