Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

Raymond James Independent Financial Services is seeking a Senior Branch Administrator – Licensed Wealth Assistant to support a high-performing, multi-advisor team in Toronto. This role is ideal for someone with strong investment industry experience who enjoys solving problems, improving processes, supporting others, and taking initiative. The focus is on senior-level administration, client service, marketing, branch operations, process leadership, management of the administration team and advisor/team support.

Responsibilities

Act as a senior administrative resource for Financial Advisors, Portfolio Managers, Investment Associates, branch administrators, and assistants.
Support the branch team with day-to-day operational and administrative needs.
Provide guidance, training, and support to junior administrative staff.
Help coordinate workflows, improve processes, and ensure branch tasks are completed efficiently and accurately.
Serve as a key point of contact for internal administrative questions and escalations.
Support the Branch Manager and senior team members with administrative priorities as required.
Provide professional, friendly, and client-focused service by phone, email, and in person.
Manage incoming and outgoing calls, client inquiries, and front desk responsibilities.
Greet clients and visitors in a polished and professional manner.
Schedule and confirm client meetings, manage Outlook calendars, CRM, and assist with meeting preparation and follow-up.
Support new account opening, account updates, KYC documentation, transfers, and related paperwork.
Ensure documentation is accurate, complete, and compliant with internal and regulatory requirements.
Process and deposit cheques and assist with other cash-management-related administrative tasks.
Coordinate with internal departments to resolve operational issues and follow up on outstanding items.
Act as a lead administrative resource during tax season, including coordinating tax-related documentation, client requests, and follow-up items.
Maintain organized client records and CRM data.
Use Dataphile confidently.
Maintain and update CRM records, client notes, contact information, activities, and follow-up tasks.
Use Microsoft Outlook extensively, including calendars, scheduling, email management, mail merges, and client communications.
Demonstrate comfort learning and using technology to improve team efficiency.
Organize and support client events, seminars, branch events, and related follow-up activities.
Coordinate event logistics, invitations, approvals, attendance tracking, materials, and post-event follow-up.
Attend occasional client events outside regular business hours as required.
Assist with approved marketing initiatives, email campaigns, social media coordination, and client communications.
Support the team in maintaining a professional and consistent client experience across all touchpoints.

Requirements

Minimum of 5 years of experience in the investment brokerage, wealth management, or financial services industry.
Experience with Dataphile is required or strongly preferred.
Experience with Raymond James systems is a strong asset.
Strong knowledge of administrative processes related to account opening, client documentation, KYC, transfers, cheques, and branch operations.
Experience supporting Financial Advisors, Portfolio Managers, Investment Associates, or wealth management teams.
Previous experience mentoring, training, or supervising junior administrative staff is an asset.
Strong Microsoft Office skills, especially Outlook, Word, Excel, PowerPoint, and mail merges.
CRM experience is required or strongly preferred.
Comfort with approved social media, email marketing, and event coordination tools.
Must complete a background verification process, including credit and criminal record check.

Skills

Dataphile
Raymond James systems
Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)
CRM
Social media
Email marketing
Event coordination

Location

Downtown Toronto Office

Work Type

Hybrid (4 days a week in-office)

Experience Level

Senior

Education Level

Degree or equivalent combination of education, training, and experience
Canadian Securities Course (CSC)
Conduct and Practices Handbook (CPH)
Investment Representative or Registered Representative licensing

Salary/Compensations

$75,000–$90,000 annually

Benefits

Additional compensation, benefits, or incentive opportunities may be available.

About the Company

Raymond James Ltd. is one of Canada's leading independent investment dealers, offering high-quality investment products and services to Canadians seeking customized solutions to their wealth management needs.
The Bowes Wealth Management team delivers discretionary and non-discretionary portfolio management with integrated cross-border expertise, including the management of U.S. retirement plans for Canada–U.S. clients.
Raymond James Ltd. recognizes the value of a diverse workforce and appreciates the unique skills and special contribution of each employee.

Equal Opportunity

We are committed to accessibility for candidates through all stages of the recruitment process.
Should you require accommodation, please contact us using the above details and we will be happy to help.