Full Time Administrative Assistant At Raymond James Calgary

Full Time Administrative Assistant At Raymond James Calgary

19 Oct
|
Raymond James
|
Calgary

19 Oct

Raymond James

Calgary

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
Robust 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

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