Job Description - Administrative Assistant (2600438)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.How does the role impact the organization?Drawing on industry experience in a financial services firm or previous experience in an administrative role, you will be responsible for providing administrative support to the Financial Advisor team and outstanding service to clients. The right candidate is self‑motivated with exceptional administrative skills, has a dependable nature and brings an ability to work within deadlines both independently and as part of a team. This position will support a dynamic team who is looking for a self‑starter able to connect with others, has a proactive approach to problem solving and enjoys working in a fast‑paced environment.What is the position responsible for?Administer client onboarding process including the gathering of information and document processingManage and maintain client information and communicate with clients to update as necessaryPrepare professional correspondence and reports, documents, and filesRespond to requests for information in a timely mannerCommunicate internally with various operational and administrative departmentsMaintain the Customer Relationship Management (CRM) softwareManage our WOW client service programWhat 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 range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more! We also support internal promotion and community involvement.



Adaptable work styles are also part of our offering.What do we expect from you?Administer client onboarding process including the gathering of information and document processingManage and maintain client information and communicate with clients to update as necessaryPrepare professional correspondence and reports, documents, and filesRespond to requests for information in a timely mannerCommunicate internally with various operational and administrative departmentsMaintain the Customer Relationship Management (CRM) softwareManage our WOW client service programEducation and ExperienceMinimum 1 year of administrative experiencePost‑secondary educationLicenses and CertificationsCIRO licensed is an assetHow to set yourself apart?Previous experience using a CRM (Customer Relationship Management) software is an assetWe encourage our associates at all levels to:Grow professionally and inspire others to do the sameWork with and through others to achieve desired outcomesMake prompt, pragmatic choices and act with the client in mindTake ownership and hold themselves and others accountable for delivering results that matterContribute to the continuous evolution of the firmSalary RangeBase salary of $45,000-$55,000 with additional performance and other bonuses/incentives.Actual compensation will be determined based on skills, experience, internal equity,



and other job requirements.This posting is for an existing vacancy.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 ourpeople‑first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at. 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.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.Raymond James Ltd. is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and of the Canadian Investor Protection Fund (CIPF). Customers’ accounts are protected by the Canadian Investor Protection Fund within specified limits. A brochure describing the nature and limits of coverage is available upon request. Raymond James Ltd. is an integrated financial services firm. Its subsidiaries, Raymond James Investment Counsel Ltd., Raymond James Financial Planning Ltd., Raymond James Trust (Canada) and Raymond James Trust (Québec) Ltd. are not members of IIROC or CIPF. Please consult each subsidiary’s webpages for applicable corporate, regulatory or membership information.#J-18808-Ljbffr

📌 Administrative Assistant (Richmond)
🏢 BC Maritime Employers Association
📍 Richmond