Office Assistant

1 day ago

Vancouver, British Columbia, Canada Raymond James Ltd. Full time

OFFICE ASSISTANT

Financial Services – Vancouver West Side

POSITION OVERVIEW

You will be part of dedicated, professional financial advisory team who focuses on building life-long relationships with clients and making a meaningful difference in the lives of others. You will provide assistance and oversight in the specific areas of Office & IT Management, Client Experience, Branding and Marketing.

POSITION PARAMETERS

Work Days: Monday through Friday

Work Hours: :00 am – 2:30 pm

Work Location: In Office

Hourly wage: $30 to start

POSITION DESCRIPTION

OFFICE AND TECHNOLOGY MANAGEMENT

  • Proactively oversee all aspects of general office administration, including filing, tracking and ordering supplies, maintaining printer and other office equipment.
  • Warmly greet visitors (clients, vendors, strategic partners) when they arrive at the office
  • Coordinate, organize, and keep up to date hardcopy and digital filing
  • Manage, track & order office supplies as needed
  • Assist and coordinate hardware & software upgrades or additions, including team training
  • Assist team members with basic IT support and liaise with vendors to resolve technical issues as required

CLIENT SERVICE EXPERIENCE

  • Manage client service requests including EFTs, electronic deposits and withdrawals, account transfers, account updates.
  • Administer account openings, transfers, and updates
  • Prepare reports for client meetings
  • Respond promptly to client service requests and resolve issues efficiently
  • Escalate problems/client service issues and bring to the attention of other team members as required

BRANDING AND MARKETING

  • Coordinate various aspects of client appreciation events, educational workshops & other events
  • Assist with social media posts and website revisions.
  • Ensure branding and marketing compliance in collaboration with Raymond James
  • Work with the marketing team on campaigns and initiatives

POSITION REQUIREMENTS

QUALIFICATIONS AND ATTRIBUTES

  • 3+ years of office management or executive assistant experience
  • Experience in the financial services industry an asset
  • Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint)
  • Meticulous attention to detail and accuracy
  • Strong organizational, multi-tasking, and prioritization skills
  • Well-developed problem-solving abilities to identify issues, generate solutions, and troubleshoot effectively
  • Solid work ethic with a reliable, personable, and professional demeanor
  • Excellent oral, written, and interpersonal communication skills
  • Ability to thrive in a dynamic, fast-paced environment
  • Caring attitude with genuine compassion and dedication to client service
  • Well-developed problem-solving skills sufficient to identify problems, generate solutions and trouble-shoot

Interested candidates are invited to forward their cover letter and resume to

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