12 Oct
|
Raymond James
|
Alberta
12 Oct
Raymond James
Alberta
Elevate client support as a Full-Time Administrative Assistant with Raymond James in Calgary. Ensure administrative efficiency, client service, and collaboration within a dynamic financial services team.
Raymond James Ltd. seeks an Administrative Assistant to support financial advisors in a fast-paced environment. With a focus on administrative management, you will handle scheduling, client requests, and prepare for meetings. Exceptional interpersonal skills and a degree in Financial Management or Business Administration are essential for success in this role.
Key Responsibilities:
• Foster client relationships through proactive communication
• Support day-to-day administrative requests confidentially
• Prepare client meeting presentations using PowerPoint
• Maintain accurate records in CRM software
• Assist with marketing initiatives on social media
Requirements:
• Three years of relevant administrative experience
• Knowledge of investment concepts and regulations
• Experience with CRM software and Microsoft Office
• Solid organizational skills with attention to detail
• Ability to manage multiple tasks under deadlines
Contribute to team success and client satisfaction through effective organization and communication skills at Raymond James.
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📌 Full-Time Administrative Assistant at Raymond James (Alberta)
🏢 Raymond James
📍 Alberta