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About the Role
The Investment Advisor Assistant supports a team of financial advisors and the Branch Manager by ensuring efficient and effective office management. This role involves entering client trades, servicing client requests, processing trade instructions, and maintaining accurate client paperwork. Contributions are important to client relationships and branch success.
Responsibilities
- Prepare and review daily/monthly/annual reports, client correspondence and taking ownership of project work
- Process and follow up on security transactions and transfers
- Handle incoming and outgoing phone calls with clients
- Foster and support client relationships by liaising with clients, responding to requests and proactive problem solving
- Service clients’ general day-to-day requests
- Maintain Financial Advisor files, calendar & expenses
- Perform general office duties
Requirements
- Post-secondary education
- CIRO IR Licensed preferred or willing to obtain within 6 months of hire
- Excellent proficiency with MS Office particularly Word, Excel and Outlook
- Experience with Dataphile and FactSet is an asset
- Excellent verbal and written communication skills
- The desire to contribute to a collaborative working environment, while maintaining a professional, positive manner
- Superior customer service skills
- Meticulous attention to detail
- Self-starter attributes, motivated and hardworking with the ability to prioritize, multitask, work within time constraints and provide necessary follow up
- Strong organizational skills
- Superior problem solving skills
- The ability to work within deadlines in a high-volume, pressure-oriented environment
- Ability to effectively handle confidential information
Skills
- MS Office (Word, Excel, Outlook)
- Dataphile
- FactSet
- Verbal communication
- Written communication
- Customer service
- Attention to detail
- Prioritization
- Multitasking
- Time management
- Follow up
- Organizational skills
- Problem solving
- Handling confidential information
Location
- Canada
Work Type
- Full-time
Experience Level
- Not specified
Education Level
- Post-secondary education
Salary/Compensations
- $45,000-55,000 annually
Benefits
- Flexible workstyles
- Competitive compensation and benefits package
- Health Benefits
- RRSP Matching Program
- Employee Stock Purchase Plan
- Paid Time Off
- Volunteer Days
- Discretionary Bonuses
- Tuition Reimbursement
About the Company
- Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.
- At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.
- Our most important investment is in people.
- We also support internal promotion and community involvement.
- We encourage our associates at all levels to grow professionally and inspire others, work with and through others to achieve desired outcomes, make prompt, pragmatic choices and act with the client in mind, take ownership and hold themselves and others accountable for delivering results that matter, and contribute to the continuous evolution of the firm.
- At Raymond James – we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture.
- We may use automated or AI-enabled tools to support parts of our recruitment and screening process, including screening, assessing or selecting applicants where applicable. These tools help us review applications efficiently, but they do not replace human decision-making.
Equal Opportunity
- The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
- We demonstrate our commitment to ensuring equal opportunities for all candidates.
- To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.