Administrative Assistant (Evergreen)

Résumé du poste

The Administrative Assistant provides comprehensive support to the Financial Advisor team by managing client communications, documentation, and CRM software. They are also responsible for preparing professional reports and executing proactive social media campaigns to enhance client engagement.

Détails du poste

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 (Evergreen) How does the role impact the organization? Drawing on industry experience in a financial services firm or previous experience in an administrative role, you will be responsible for providing administrative support to the Financial Advisor team and outstanding service to client. The right candidate is self-motivated with exceptional administrative skills, has a dependable nature and brings an ability to work within deadlines both independently and as part of a team. This position will support a dynamic team who is looking for a self-starter who is able to connect with others, has a proactive approach to problem solving and enjoys working in a fast paced environment. What is the position responsible for? Handle all incoming and outgoing phone calls; Manage and maintain all paperwork; Prepare professional correspondence and reports, documents, and files; Respond to requests for information in a timely manner; Service clients’ general day-to-day requests; Communicate internally with various operational and administrative departments; Maintain the Customer Relationship Management (CRM) software; Manage our WOW service client program; and Initiate and manage a proactive social media campaign. What can you expect from us? Our most important investment is in people. Upon eligibility, Raymond James Ltd offers flexible workstyles, a competitive compensation and benefits package. 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. What do we expect from you? Knowledge of MS Office (Word, Excel, PowerPoint, and Outlook), Internet Explorer and business related software; Previous experience with use of Social Media (Facebook, LinkedIn, Twitter, Instagram & YouTube); Organizational and problem solving skills; The ability to learn independently; A proactive self-starter with a ‘can do’ attitude and the desire to take ownership of their position; Pay meticulous attention to detail; Prioritize and manage multiple deadlines and tasks; and Work in a team environment and demonstrate a professional and friendly manner. Education and Experience Minimum 2 years of administrative experience; and Post-secondary education. Licenses and Certifications Completion of the Canadian Securities Course (CSC) is an asset. How to set yourself a part? Previous experience using a CRM (Customer Relationship Management) software is an asset. We encourage our associates at all levels to: Grow professionally and inspire others to do the same Work with and through others to achieve desired outcomes Make prompt, pragmatic choices and act with the client in mind Take ownership and hold themselves and others accountable for delivering results that matter Contribute to the continuous evolution of the firm At Raymond James – we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process. Salary Range: BC (based on Education, Work Experience, etc) $45,000-50,000 in addition to competitive performance bonuses/incentives.

Ce que vous ferez

The Administrative Assistant provides comprehensive support to the Financial Advisor team by managing client communications, documentation, and CRM software. They are also responsible for preparing professional reports and executing proactive social media campaigns to enhance client engagement.

Exigences

Candidates must possess at least two years of administrative experience and a post-secondary education. Proficiency in MS Office and experience with social media platforms are required, while completion of the Canadian Securities Course is considered an asset.

Avantages

• Health Benefits • RRSP Matching Program • Employee Stock Purchase Plan • Paid Time Off • Volunteer Days • Discretionary Bonuses • Tuition Reimbursement

Compétences indiquées

• Gestion du temps · Souhaitée
• Service à la clientèle · Souhaitée
• Résolution de problèmes · Souhaitée
• Administrative Support · Souhaitée
• Souci du détail · Souhaitée
• Communication · Souhaitée
• Reporting · Souhaitée
• Microsoft Office · Souhaitée
• Team Collaboration · Souhaitée

Autres compétences pertinentes

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Administrative Support
• Customer Service
• CRM Software
• Social Media Management
• Microsoft Office
• Problem Solving
• Organizational Skills
• Communication
• Time Management
• Attention To Detail
• Financial Services Knowledge
• Reporting
• Data Maintenance
• Proactive Problem Solving
• Team Collaboration
• Self-Starter
• Customer Relationship Management (CRM) Software
• Time Off Management
• Administrative Functions
• Social Media Campaigns
• Self-Motivation
• Microsoft Excel
• Customer Relationship Management
• Financial Services
• Microsoft Outlook
• Microsoft PowerPoint
• Wealth Management
• Social Media
• Securities (Finance)
• Teamwork
• Detail Oriented

Domaines d’emploi

• Administrative
• Finance & Accounting
• Customer Service & Support
• Marketing
• Administrative Assistant
• Office / Administrative Assistant (General)
• Administrative and Executive Secretaries
• Secretaries and Administrative Assistants, Except Legal, Medical, and Executive