Professional Assistant Role at Raymond James
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Become an essential part of the Raymond James team in Vancouver as an Administrative Assistant. Your expertise and dedication will play a crucial role in supporting client interactions and enhancing team efficiency. Raymond James Ltd., specifically at Plena Wealth, is looking for an accomplished Administrative Assistant who can thrive in a collaborative environment. You will be instrumental in managing client onboarding, maintaining system records, and crafting detailed reports. This opportunity provides career development within a competitive compensation framework focused on your individual growth. Key Responsibilities:
- Handle the client onboarding process seamlessly
- Maintain and communicate client information proficiently
- Prepare and manage correspondence and reports
- Answer client inquiries in a timely manner
- Utilize CRM software for efficient client management
- Minimum 1 year of administrative experience required
- Proficient in MS Office applications
- Exceptional organizational and problem-solving abilities
- Capacity to work in a team and meet deadlines
- Obtain CIRO license within 6 months of hiring