Waterloo - Lee IFS

BLA Private Wealth | Raymond James Ltd.

Waterloo, Ontario | Full-Time | In-Office

About BLA Private Wealth

At BLA Private Wealth, we help successful individuals, professionals, business owners and families build, preserve and transition wealth through disciplined investment management and thoughtful planning. Our practice is built on a personalized approach that integrates portfolio management, tax-productive wealth strategies, retirement planning, estate considerations, and cross-border expertise for Canadian and U.S. clients.

We are seeking an Office Administrator/Manager to join our team. The ideal candidate will have a minimum of 1 year of experience, preferably in a small office setting. This will be a full-time, in-office position of 30-37.5 hours per week.

What You Will Do

Key responsibilities include

- Filing and File Management.
- Scheduling client meetings.
- Answering phones and returning phone calls.
- Assisting with client inquiries and responding to clients.
- Office management.
- Office expenses tracking.
- Greeting clients upon arrival.
- Assisting other team members as required.
- Implement and participate in marketing activities.
- Help with social media posting/advertising activities.
- Help with event planning.

Qualifications

What you must have

- Comfortable handling telephone conversations with clients and prospective clients.
- Detail-oriented,



with strong organizational skills and the ability to prioritize completing tasks.
- The ability to thrive in a fast-paced environment.
- Excellent English communication skills (reading, writing, and speaking).
- Ability to work both independently and collaboratively within a team.
- Willingness to take on additional responsibilities as needed.
- Strong proficiency in Microsoft Excel, Word, PowerPoint, and Canva is required.

Location & Schedule Waterloo, Ontario Full-time, permanent position

In-office role To Apply

Please submit your resume and a brief cover letter outlining your experience in office administration, client service, and office management.

We thank all candidates for their interest and advise that only those under consideration will be contacted.

We require applicants to complete a background verification process prior to commencing employment with the company, including but not limited to a credit and criminal record check.

Raymond James Ltd. recognizes the value of a diverse workforce and appreciates the unique skills and special contributions of each employee. We are committed to accessibility for candidates through all stages of the recruitment process. Should you require accommodation, please contact us using the above details and we will be happy to help.

Job

Wealth management

Primary Location

CA-ON-Waterloo-Waterloo

Organization

PCG IFS

📌 Office Administrator (Waterloo)
🏢 Raymond James
📍 Waterloo