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    Administrative Assistant/Office - Vancouver, BC, Canada - Raymond James Financial

    Raymond James Financial
    Raymond James Financial Vancouver, BC, Canada

    3 weeks ago

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    Description
    Job Description - Administrative Assistant
    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.

    Team Executive Assistant

    The primary role of the Administrative Assistant is to support the high producing Advisory team "Thompson Investment Partners" to ensure the clients receive outstanding service.

    The position is responsible for scheduling and organizing meetings, running the office administration and day to day, servicing client requests and ensuring quality service and professionalism at every client and partner interaction.

    Drawing on previous experience as an Administrative Assistant or Executive Assistant in a financial services firm, or upon a degree/diploma within Business Administration, you must have meticulous attention to detail, possess a positive attitude, and have exceptional interpersonal skills.

    Schedule and organize meetings, including preparation and co-ordination by booking the facility, pre-mail, arranging required equipment, refreshments, etc., Be responsible for and support the team with paperwork, manage head office correspondence, and handle the account opening process for new clients;
    Head liaison and air traffic controller of the team and oversight of CRM - Salesforce
    Basic financial administrative duties including sending funds, address change, client account agreement updates and one off documents
    Provide accurate, organized and efficient administrative support; collect and track data, research information, sort and distribute mail, balance and process expense reports, , proactively manage calendars, create and maintain files, and perform other administrative assignments as required
    Handle incoming and outgoing phone calls with high net worth clients and respond to requests for information;
    Proactive Self-starter: carry out special projects, as assigned and independently research, prioritize and follow up on status
    Event organizer – coordinating quarterly events remote or in person with between clients
    Communicate internally with various operational and administration departments;

    Assisting with social media content creation and team branding of media appearances such as BNN Bloomberg, Globe & Mail, CTV etc.

    Assist with all marketing initiatives including social media (twitter, LinkedIn), and website content; Grow and take courses as required for regulatory purposes.

    Our most important investment is in people, Raymond James Ltd offers flexible workstyles, a competitive compensation and benefits package.

    We also support internal promotion and community involvement.
    Administrative processes and procedures
    CRM (Customer Relationship Management) software and maintaining/improving CRM databases is required
    Dataphile is an asset.
    Microsoft Office with a willingness and ability to learn new applications;
    LinkedIn, Facebook, and Twitter; YouTube and Instagram
    Demonstrate advanced face-to-face, email, videoconferencing, and telephone etiquette and relationship management skills;
    Experience in the real estate, financial services, customer service, hotel management industry is an asset.
    Completion of the Canadian Securities Course (CSC) is an asset.
    When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture


    Salary Range:
    BC (based on Education, Work Experience, etc) $45,000-$50,000 in addition to competitive performance bonuses/incentives. Customers' accounts are protected by the Canadian Investor ProtectionFund within specified limits. Please consult each subsidiary's webpagesfor applicable corporate, regulatory or membership information.
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