Administrative Assistant - Vancouver, Canada - Raymond James Financial, Inc.

Sophia Lee

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Sophia Lee

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Description

Administrative 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.


_ Administrative Assistant_

How does the role impact the organization?

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 daytoday 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.


Qualifications

  • 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 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.

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.


Job Wealth management


Primary Location CA-BC-Vancouver-Vancouver


Organization Branch


Schedule Full-time


Status Permanent Full-Time

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