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About the Role
Provide administrative support to the Financial Advisor team and outstanding service to clients in a fast-paced environment. The ideal candidate is a self-starter with exceptional administrative skills, a dependable nature, and the ability to work independently and as part of a team.
Responsibilities
- Handle all incoming and outgoing phone calls
- Manage and maintain all paperwork
- Prepare professional correspondence and reports, documents, and files
- Respond to requests for information in a timely manner
- Service clients’ general day-to-day requests
- Communicate internally with various operational and administrative departments
- Maintain the Customer Relationship Management (CRM) software
- Manage the WOW service client program
- Initiate and manage a proactive social media campaign
Requirements
- Minimum 2 years of administrative experience
- Post-secondary education
- Knowledge of MS Office (Word, Excel, PowerPoint, and Outlook), Internet Explorer and business related software
- Previous experience with use of Social Media (Facebook, LinkedIn, Twitter, Instagram & YouTube)
- Organizational and problem solving skills
- The ability to learn independently
- A proactive self-starter with a ‘can do’ attitude and the desire to take ownership of their position
- Meticulous attention to detail
- Prioritize and manage multiple deadlines and tasks
- Work in a team environment and demonstrate a professional and friendly manner
Skills
- Administrative skills
- Social Media
- CRM software
- MS Office
- Organizational skills
- Problem solving skills
Location
- Remote
Work Type
- Full-time
Experience Level
- Minimum 2 years of administrative experience
Education Level
- Post-secondary education
Salary/Compensations
- $45,000 - $50,000 annually, in addition to competitive performance bonuses/incentives
Benefits
- 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.
- Our most important investment is in people.
- 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.
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.
- 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.