Elevate client support as a Full-Time Administrative Assistant with Raymond James in Calgary. Ensure administrative efficiency, client service, and collaboration within a agile 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
- Strong 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. #J-18808-Ljbffr

📌 Full-Time Administrative Assistant At Raymond James (Calgary)
🏢 Raymond James
📍 Calgary