- Administrative Assistant (2600632) 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 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. This is a supportive team environment 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.

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; Use data to prepare progress charts, action plans; Assist with all marketing initiatives including social media (LinkedIn), and updating website content such as photos and articles; Work within client relationship software such as Dynamics CRM to maintain accurate records; Be responsible for and support the team with paperwork, manage head office correspondence, and handle the account opening process for new clients; Offer vacation coverage to senior Sales Assistant; Maintain files and other general office duties; Grow and take courses as required for regulatory purposes; Discretionary Bonuses We also support internal promotion and community involvement.



Previous experience in administrative processes and procedures, including opening accounts, RRSPs, TFSAs, and corporate accounts; Social media (eg. Facebook, Twitter, LinkedIn, blog posts, etc.); CRM (Customer Relationship Management) software and maintaining/improving CRM databases is an asset; Online marketing tools including Google analytics, website assets, SEO, Facebook, LinkedIn, and Twitter is an asset; Website editing is an asset; Industry qualification as an IR, RR, or CFP is an asset; Dataphile is an asset.

Microsoft

Office with a willingness and ability to learn recent applications; LinkedIn, Facebook, and Twitter; Customer service and problem solving. Communicate proficiently in French is an asset.

Experience in the investment brokerage, financial services, banking, or accounting industry is an asset. CIRO licensed is an asset. Previous experience using a CRM (Customer Relationship Management) software is an asset.

Salary Range: $45,000 - 50,000 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 do not 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. #

📌 Administrative Assistants-Temp-Legal (Calgary)
🏢 Raymond James Financial
📍 Calgary