Administrative Assistant - Victoria, Canada - Raymond James Financial

Sophia Lee

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Sophia Lee

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Description

Administrative Assistant

Job Summary

Essential Duties and Responsibilities

  • 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 daytoday requests;
  • Communicate internally with various operational and administrative departments;
  • Maintain the Customer Relationship Management (CRM) software;
  • Manage our WOW service client program;
  • Initiate and manage a proactive social media campaign
  • Manage website & membership;
  • Write finance blogs (with guidance) & prepare monthly newsletters;
  • Coordinate production of The Wealthy Life as part of Raymond James sponsorship of the show; and
  • Other duties as assigned.

Qualifications - External

Knowledge, Skills, and Abilities

Knowledge of:


  • MS Office (Word, Excel, PowerPoint, and Outlook), Internet Explorer and business related software;
  • Social Media (Facebook, LinkedIn, Twitter, Instagram & YouTube); and
  • CRM (Customer Relationship Management) software is an asset;

Skill in:


  • Interpersonal, as well as verbal and written communication; and
  • Organization and problem solving.

Ability to;

  • Learn independently;
  • Be proactive selfstarter 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
  • Postsecondary education.

Licenses and Certifications

  • Completion of the Canadian Securities Course (CSC) is an asset.

Depending on eligibility, we offer:


  • Competitive Wages
  • Health Benefits Program including Life Insurance and Disability from start date
  • RRSP Matching Program from start date
  • Employee Stock Purchase Plan
  • Paid Time Off & Other Time Off such as Volunteer Day
  • Discretionary Bonuses
  • Tuition Reimbursement Program
  • Top Up Plan
  • Employee Investment Accounts
  • Flexible Work Styles

Job Wealth management


Primary Location CA-BC-Victoria-Victoria


Organization Branch


Schedule Full-time


Status Temporary Full-Time

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