Become an essential part of the Raymond James team in Vancouver as an Administrative Assistant. Your expertise and dedication will play a crucial role in supporting client interactions and enhancing team efficiency.

Raymond James Ltd., specifically at Plena Wealth, is looking for an accomplished Administrative Assistant who can thrive in a team-oriented environment. You will be instrumental in managing client onboarding, maintaining system records, and crafting detailed reports. This opportunity provides career development within a competitive compensation framework focused on your individual growth.

Key Responsibilities:
• Handle the client onboarding process seamlessly
• Maintain and communicate client information proficiently




• Prepare and manage correspondence and reports
• Answer client inquiries in a timely manner
• Utilize CRM software for efficient client management

Requirements:
• Minimum 1 year of administrative experience required
• Proficient in MS Office applications
• Exceptional organizational and problem-solving abilities
• Capacity to work in a team and meet deadlines
• Obtain CIRO license within 6 months of hiring

Elevate your professional journey with Raymond James in Vancouver.
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📌 Professional Assistant Role at Raymond James (British Columbia)
🏢 Raymond James
📍 British Columbia