Administrative Assistant - North York, Canada - Raymond James Financial

Raymond James Financial

Verified Company

North York, Canada

2 weeks ago

Posted by:

Sophia Lee

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Description

Administrative Assistant
Vijay Wealth Advisory of Raymond James Ltd. is looking for an Administrative Assistant to work with our team of financial professionals in our North York office.

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.

The role consists in providing administrative support to a team of two Financial Advisors and outstanding service to our clients.

As a key member of the team, the Administrative Assistant's contributions are important to the success of the client relationship with the Financial Advisors, and to the success of the Branch as a whole.

The position is hybrid. The hours are from 9:00 am - 5:00 pm. 2 weeks holidays to start and 2-3 flex remote days per week.

Specifically, you will:
Support account openings and other account administration
Following through with signatures and document processing with back office
Liaise with corporate back office to complete client inquiries and requests
Respond to requests for information
Handle incoming and outgoing phone calls with clients
Process and follow up on security transactions and transfers
Prepare correspondence and reports
Maintain Advisor files
Other duties as assigned.

This role has the potential to evolve into a larger role which includes supporting a financial planner directly to build and generate client financial plans.

To qualify for this opportunity, you possess:

Post-secondary education or an equivalent combination of experience and education
Preferably 23 years of professional work experience in a related role
Willingness to eventually complete Canadian Securities Course (CSC), Conduct & Practices Handbook (CPH) and 30day Investment Representative Training Course
Proficiency with MS Office, particularly Word and Excel
Meticulous attention to detail
The ability to exercise tact and discretion, as well as handle confidential information
Selfstarter attributes, motivated and hardworking
Excellent verbal and written communication skills
Excellent telephone demeanor
Adaptability to work in a dynamic and constantly changing environment
The ability to prioritize, multitask, and work within time constraints and followup
Welldeveloped interpersonal and customer service skills
Problem solving skills
And A friendly and professional manner.
This is a permanent fulltime position with a competitive compensation and benefits package.
Provide proof of citizenship
Permanent residency or eligibility to work in Canada with no restrictions.

We require applicants to complete a background verification process prior to commencing employment with the company, including but not limited to a credit and criminal record check.

Employment is contingent on the satisfactory completion of a pre-employment background check.

We sincerely thank all applicants who express an interest in this role:
only those being directly considered will be contacted.

Salary:
Salary with a bonus that will grow throughout the years.

Job Types:
Full-time, Permanent