At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.
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.
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 escalatethe 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 after 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; and
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 advantages 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.
What do we expect from you?
Proficient in MS Office including Word, Excel, and Outlook
Excellent verbal, written and interpersonal communication skills
Strong customer service skills
Superb organizational and prioritization abilities
Must have a professional and reliable demeanor
The ability to be adaptable and flexible
Thrives in a fast‑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/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 our people‑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
[email protected].
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.
Job
Administrative & Support Services
Primary Location
CA-BC-Kelowna-Kelowna
Schedule
Full‑time
Status
Permanent Full‑Time
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📌 Receptionist / Branch Assistant (British Columbia)
🏢 Raymond James
📍 British Columbia