Office Administrator

6 minutes ago

Penticton BC VA M, Canada Okanagan Wealth Management Group of Raymond James Ltd Full time

About the job

Raymond James Ltd. is Canada's largest independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

Are you looking to grow your career in the Investment industry?

Okanagan Wealth Management Group of Raymond James Ltd. is looking for a top-quality Financial Advisor Assistant who can provide outstanding team support through their expertise, hard work, and dedication. This is a supportive, driven top-tiered team offering career growth opportunities, and a competitive compensation package.

Drawing on previous experience in a office administration role, we are looking for a team member to have meticulous attention to detail, possess a positive attitude, and have exceptional interpersonal skills. The successful candidate must also be responsible, confident, self-motivated, and a team player.

What will your role be responsible for?

  • Follow existing processes ensuring best practices and consistent delivery of client experience.
  • Support the branch with the overall business.
  • Other duties as assigned.

What can you expect from us? Our most important investment is in people.  We can expect a competitive compensation, Discretionary Bonuses, Tuition Reimbursement and many more We also support internal promotion and community involvement.

What does our ideal candidate possess?

  • Minimum 2 years office administration experience.
  • Desire to become a licensed financial advisor assistant. This used to be the CSC, CPH and WME although CIRO is currently changing the requirements to become licensed.
  • Proficiency with MS Office particularly Word, Excel and Outlook.
  • Excellent verbal and written communication skills.
  • Ability to work in a team environment and demonstrate a professional and friendly manner
  • Superior customer service skills.
  • Meticulous attention to detail.
  • Reliable, motivated and hardworking with the ability to prioritize, multitask, work within time constraints and provide follow up.
  • Strong organizational skills.
  • Ability to effectively handle confidential information.

At Raymond James – we honor, value, respect the uniqueness, experiences, and backgrounds of all our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Job Type: Full-time

Pay: $50,000.00-$55,000.00 per year

Work Location: In person

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