Administrative Assistant

1 month ago

Calgary, Canada Raymond James Financial, Inc. Full time

**Administrative Assistant**
- 2400969

Raymond James Independent Financial Services is seeking a qualified Administrative Assistant 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 Administrative Assistant, you will provide ongoing operational administrative support to the Agent. 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 Agent 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:

- Assist the Agent in dealing with their work concerns and interaction with back-office operations in order to facilitate client support;
- Develop and maintain necessary records and files for the Agency in order to ensure efficient operation;
- Ensure record keeping and client communications are recorded in CRM according to industry standards and compliance;
- Prepare and review all new account documentation before it is signed by the Agent;
- Review and process all cheques, banking and stock certificates from clients;
- Maintain Financial Advisor files and perform a variety of routine office duties as required;
- Coordinate office supplies and maintenance of office equipment;
- Use Word, Excel, and PowerPoint programs to store, edit, format, print and revise letters, memos, reports, forms, labels and other printed material;
- Manage incoming and outgoing phone calls with clients;
- Be responsible for assisting in monitoring clients’ financial situations, maintaining Financial Advisor files, and handling Financial Advisor communication with head office; and
- Be involved in preparing correspondence and reports, servicing clients’ general day-to-day requests, and other general office duties.

To qualify for this opportunity you possess:

- Administrative experience in the banking industry;
- IIROC licensed or working towards completion of the Canadian Securities course as well as the Conducts and Practices Handbook;
- Experience with Croesus and Dataphile would be an asset;
- 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 position with minimum of 30 hours per week up to full-time, 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

  • Administrative Assistant

    1 month ago

    Calgary, Canada Iyanli Full time

    We are looking for a detail-oriented Administrative Assistant to provide clerical support to the office. The Administrative Assistant will manage schedules, handle correspondence, and assist with daily office operations. **Responsibilities**: - Organize files and maintain office supplies. - Schedule meetings and appointments. - Assist with data entry and...

  • Administrative Assistant

    1 month ago

    Calgary, Canada Bassano Growers Ltd Full time

    **Overview** We are seeking an Administrative Assistant to join our team. The Administrative Assistant will be responsible for providing clerical support, keying sales orders, supporting the sales manager and assisting with customer service inquiries. **Responsibilities**: - Entering orders into ERP System - Provide administrative support and assistance to...

  • Administrative Assistant

    2 weeks ago

    Calgary, Canada Omega Project Solutions Full time

    Administrative Assistant NB Omega is seeking an Administrative Assistant for our LARGE Oil & Gas Client in Cold Lake, AB. Assignment DescriptionProvide administrate support to the Cold Lake asset. Professionally assist in day-to-day administrative activities by providing support for multiple tasks across all business units based on requirements for our...

  • Administrative Assistant

    1 month ago

    Calgary, Canada Ace Athletic Centre Full time

    **DESCRIPTION** Ace is looking for an organized, professional problem solver to join our team as an Administrative Assistant. As an Administrative Assistant, you will be required to complete data entry, program maintenance, assist in event planning, and other administrative tasks that are identified. **ROLE AND RESPONSIBILITY** - Manage and maintain an...

  • Administrative Assistant

    1 month ago

    Calgary, Canada West Coast Reduction Full time

    Based out of our Calgary Plant, we are hiring an Administrative Assistant. The Administrative Assistant is responsible for invoicing related to finished goods customers, in addition to general accounting and administrative duties in support of the WCRL Calgary Division. WHY JOIN OUR TEAM? - Build a stable career at a reputable company with more than 450...

  • Administrative Assistant

    1 month ago

    Calgary, Canada Pomeroy Lodging LP Full time

    **We are looking for an Administrative Assistant to join our team!** Are you a detail-oriented multitasker with strong administrative skills looking for an exciting one-year contract opportunity? This is the perfect job for you! As the Administrative Assistant, you'll be a crucial part of our operational success, with the autonomy to drive key decisions....

  • Administrative Assistant

    1 month ago

    Calgary, Canada The Mustard Seed Society Full time

    Do you have experience in administration, and has strong communication skills and attention to details? Do you want to be part of a team that is committed to developing hope, and nurturing the lives of our community members? The Mustard Seed is seeking an **Administrative Assistant.** The Mustard Seed strives to provide competent leadership throughout the...

  • Administrative Assistant

    1 week ago

    Calgary, Canada Samaritan's Purse Canada Full time

    Administrative Assistant Calgary, AB Are you highly organized, detail-oriented, and eager to make a meaningful impact? Do you excel in a fast-paced, dynamic environment where integrity and excellence are at the core of everything you do? Samaritan’s Purse Canada (SPC) is excited to announce an incredible opportunity for a dedicated Administrative...

  • Administrative Assistant

    1 week ago

    Calgary, Alberta, Canada Airswift Full time

    One of our clients, a major oil and gas company has tasked us with finding an enthusiastic and detail-oriented Administrative Assistant to join their team in Calgary, Alberta. This is an excellent opportunity for someone looking to start their career in administration and gain valuable experience in a dynamic corporate environment.Key ResponsibilitiesProvide...

  • Administrative Assistant

    2 weeks ago

    Calgary, Canada MaKAmi College Full time

    Work in a purpose driven career with MaKami College, public post-secondary college that has been helping students for over 20 years with locations in Edmonton and Calgary, Alberta.- MaKami College offers students in-person, online, and blended programs in Massage Therapy, Health Care Aide, Business Administrative Assistant, Medical Office Assistant, and...

Locations with the most jobs