Administrative Assistant

2 days 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

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