- Branch Assistant (2600620) Branch Assistant - 2600620 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.

Branch Assistant Raymond James

Ltd. is seeking an Branch Assistant to work with our leadership team in the flagship Edmonton office. The primary role of the Branch Assistant is to provide operational and administrative support to the management team, and ensure the branch is ran efficiently and effectively. The individual will assist in the implementation of branch directives and ensure a high level of service quality is evident in all aspects of day-to-day operations.

The role requires previous experience as a licensed Sales Assistant in the Investment Industry ations. Work closely with the Senior Branch Administrator supporting staff initiatives & communications, onboarding and offboarding support staff, track and maintain staff vacations & absences and general office administration

- Support the Branch Compliance Supervisor preparing and reviewing client correspondence and taking ownership of project work
- Act as a branch reference regarding operational policies & procedures, workstation applications and IT issues
- Schedule and organize meetings, including preparation and co-ordination of booking facilities, arranging required equipment, refreshments, etc. Coordinate with branch marketing initiatives including client appreciation events, mailings,



website development/maintenance, and social media
- Open accounts and manage documentation requirements as well as update accounts and create portfolio reviews as required
- Be an effective team player and adaptable in adjusting to changing work priorities. Ability to work in a fast paced and dynamic sales-oriented environment. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more! We also support internal promotion and community involvement. Minimum three (3) years' experience in the Investment Brokerage or Financial Services Industry and be IR-Licensed. Excellent proficiency with MS Office particularly Word, Excel, PowerPoint and Outlook;

Salary Range:$45,000 - 55,000 annually, in addition to competitive performance bonuses/incentives. Actual compensation will be determined based on skills, experience, internal equity, and other job requirements. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture.

These tools help us review applications efficiently,but they donot replace human decision-making. Customers' accounts are protected by the Canadian Investor ProtectionFund within specified limits. Please consult each subsidiary's webpagesfor applicable corporate, regulatory or membership information.

📌 Branch Office Administrator (Edmonton)
🏢 Raymond James Financial
📍 Edmonton