Team Executive Assistant - Vancouver, Canada - Raymond James Financial

Raymond James Financial

Verified Company

Vancouver, Canada

4 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Team Executive Assistant

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.

_ Team Executive Assistant_

How does the role impact the organization?

What is the position responsible for?

Providing support to two advisors on a fast paced growing team
Foster and support client relationships by liaising with clients, responding to requests and demonstrating proactive problem solving;
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
Prepare for client meetings and have all meeting prep ready from the team for the lead advisor
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 Selfstarter: 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.
Prepare expense reports, monthly budget reports, invoice processing and purchase requisitions
Assist with all marketing initiatives including social media (twitter, LinkedIn), and website content; and
Grow and take courses as required for regulatory purposes.

What can you expect from us?
Our most important investment is in people, 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.

Qualifications

Knowledge, Skills and Abilities

Knowledge of:

Basic fundamental investment concepts, practices, and procedures used in the securities industry;
Administrative processes and procedures
Compliance practices and regulations;
CRM (Customer Relationship Management) software and maintaining/improving CRM databases is required
Dataphile is an asset.

Skill in:

Organization, prioritization, and exceptional attention to detail;
LinkedIn, Facebook, and Twitter; YouTube and Instagram
Salesforce
Customer service and problem solving.

Ability to:

Work within deadlines in a highvolume and demanding environment while maintaining a high level of service and an imperative attention to detail;
Manage multiple deadlines and tasks;
Work independently as well as collaboratively within a team environment;
Demonstrate a professional manner to establish and maintain effective working relationships at all levels of the organization;
Display flexibility and willingness to assist others as required; and
Exercise tact and discretion in the handling of confidential information.

Educational/Previous Experience Requirements:

Postsecondary education;
A minimum of 12 years of industry related experience; and
Experience in the real estate, financial services, customer service, hotel management industry is an asset.

Licenses/Certifications

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

Job Administrative & Support Services

Primary Location CA-BC-Vancouver-Vancouver

Organization Branch

Schedule Full-time

Status Permanent Full-Time