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. Administrative Assistant How does the role impact the organization? The primary role of the Administrative Assistant is to support a team of financial advisors to ensure that the team’s administrative function is managed efficiently and effectively. The position is responsible for scheduling, servicing client requests, preparing for client meetings, and ensuring client paperwork is up to date and accurate. This is a supportive team workplace which promotes personal career growth. Drawing on previous experience as an Administrative Assistant in a financial services firm,



or upon a degree/diploma within Financial Management or Business Administration, you must have meticulous attention to detail, possess a positive attitude, and have exceptional interpersonal skills. The successful candidate must also be responsible, confident, self-motivated, and a team player. What is the position responsible for? Foster and support client relationships by, responding to requests and demonstrating proactive problem solving; Support clients’ general day-to-day administrative requests in a timely and confidential manner; Handle incoming and outgoing phone calls with clients and respond to requests for information; Action general

📌 Administrative Assistant (Calgary)
🏢 Raymond James
📍 Calgary