Job Description - Receptionist / Branch Assistant )

Receptionist / Branch Assistant -

Receptionist / Branch Assistant

How does the role impact the organization?

As a member of the team, reporting to the Branch Administrator, you will provide ongoing administrative support to the branch and its clients.

What will your role be responsible for?

- Answer all incoming calls on the main switchboard
- Greet and assist visiting clients and guests
- Handle and correctly escalate urgent incoming client calls
- Distribute and post mail
- Organize and book boardroom meetings
- Liaise with local caterers to order breakfast/lunches for presentations
- Set up prior to and clean up after boardroom presentations and individual client/advisor meetings
- Operate video and audio conferencing equipment
- Accept, distribute and arrange all courier pick-up and deliveries
- Maintain cleanliness in the kitchen, boardrooms and reception area; maintain stationery supplies and office equipment
- Plan & post Branch social media articles/events on various websites
- Initiate Branch website updates
- Provide assistance to other employees on various branch projects as required
- Other duties as assigned

What can you expect from us?

Our most important investment is in people. Upon eligibility, Raymond James Ltd offers a competitive compensation and benefits package. Our benefits include Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses,



Tuition Reimbursement and more. We also support internal promotion and community involvement.

What do we expect from you?

To qualify for this opportunity you possess:

- Proficient in MS Office including Word, Excel, and Outlook
- Excellent verbal, written and interpersonal communication skills
- Superb organizational and prioritization abilities
- Professional and reliable demeanor
- Adaptable and flexible
- Thrives in a quick-paced work setting
- Maintain a friendly and professional conduct

Educational/Previous Experience Requirements

- Minimum 2 years of Reception/Administrative Assistant experience

We encourage our associates at all levels to:

- Grow professionally and inspire others to do the same
- 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
- Contribute to the continuous evolution of the firm

Salary Range:

$45,000 - 50,000 annually, in addition to competitive performance bonuses and incentives. Actual compensation will be determined based on skills, experience, internal equity, and other job requirements.

Equal Opportunity Employer

Raymond James is an equal‑opportunity employer and makes all employment decisions on the basis of merit and business needs. To request accommodations, candidates may contact Human Resources via email at

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📌 Receptionist / Branch Assistant (Kelowna)
🏢 Raymond James Financial
📍 Kelowna