Support a proactive Financial Advisor team as an Administrative Assistant at Raymond James Ltd. Provide vital client service and administrative management in a fast-paced environment.
This position requires a self-motivated individual with exceptional administrative skills, ideally with one year of experience in a similar role. Engage actively in the client onboarding process while maintaining accurate information. Effective communication and organizational capabilities are paramount to achieve success in this team-oriented position.
Key Responsibilities:
• Handle client onboarding and document processing
• Manage client data and communicate updates
• Create qualified correspondence and reports




• Timely respond to client inquiries and needs
• Collaborate with varied operational departments to optimize workflows
Requirements:
• Minimum 1 year of experience in administration
• Post-secondary education is necessary
• Experience with CRM software is a plus
• Ability to work independently and meet deadlines
• Dependable and proactive in approach to problem solving
Bring your administrative expertise and client service passion to enhance the Financial Advisor team at Raymond James Ltd.
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📌 Raymond James Administrative Support Role (Vancouver)
🏢 Raymond James Financial
📍 Vancouver