Support financial advisors with administrative expertise at Raymond James in Vancouver, BC. This full time role emphasizes client service and efficient document management in a collaborative setting.

Raymond James

Ltd. is seeking an experienced Administrative Assistant for its Vancouver branch. You will provide essential administrative support to the Financial Advisor team, ensuring timely communication and service delivery. A proactive self-starter with robust organizational skills will thrive in this dynamic atmosphere. Key Responsibilities:
Handle all incoming and outgoing phone calls
Manage and maintain all paperwork effectively
Prepare professional correspondence and reports
Respond to information requests promptly
Maintain the Customer Relationship Management (CRM) software Requirements:
Minimum 2 years of administrative experience
Knowledge of MS Office and business software
Experience with Social Media platforms
Detail-oriented with problem-solving skills
Post-secondary education preferred Bring your organizational talents and proactive attitude to enhance client service at Raymond James in Vancouver.

📌 Administrative Assistant At Raymond James Vancouver
🏢 Socket.dev
📍 Vancouver