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    Licensed Administrative Assistant - Barrie, ON, Canada - Raymond James Financial

    Raymond James Financial
    Raymond James Financial Barrie, ON, Canada

    1 week ago

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    Description

    Job Description - Licensed Administrative Assistant

    Licensed Administrative Assistant

    Raymond James Ltd. is seeking an experienced and licensed Administrative Assistant to work in our Barrie, Bayfield office. Raymond James Ltd. is one of Canada's leading full-service independent investment dealers offering high-quality investment products and services to Canadians seeking customized personal solutions to their wealth management needs.

    You will assist the Branch Manager / Portfolio Manager with providing comprehensive administrative service to their clients. You will be part of a dynamic full team of 2 advisors and 7 support staff working out of 2 offices, able to work collectively towards providing excellent client service. You will be working just in the Barrie office location. This is a contract full-time position with a competitive compensation and benefits package.

    Specifically, you will:

    • Cover the phone and respond to general inquiries, both in person and on the phone;

    • Manage all client documentation (new accounts and maintenance) and ensure document deficiencies for client accounts are kept to zero;

    • Enter trades, experience working with a Portfolio Manager a benefit

    • Be responsible for monitoring client accounts and maintaining client files;

    • Liaise with the Raymond James back office and external third parties;

    • Be involved with preparing detailed correspondence, performance reports and e-mail communication for clients;

    • Provide service to both the advisors and clients' day-to-day requests, and other general office duties as required;

    • Prepare client reports and files for Advisor client meetings;

    • Assist in planning, organizing and executing client and charitable events periodically throughout the year;

    • Perform light office cleaning such as wiping down table and tidying up the common office areas, as needed after client meetings;

    • In winter assist to occasionally clear walkway for clients and put down salt for safety;

    • Keep entry porch swept as needed, to ensure safety;

    • Prior to client meetings walk through office area with fresh view and ensure office is clean and up to standards;

    • Be prepared to perform minor troubleshooting and software updates with office computers, fax and copier, with tech support;

    • Notify IT technician, copier service team, etc. when service or support is needed for office systems or equipment that is beyond our abilities;

    • Collect all mail (ingoing and outgoing) and review for meeting compliance requirements;

    • Prepare banking deposit documentation for client cheques and take to the bank for deposit;

    • Prepare office for Compliance visits from head office personnel;

    • Liaise with head office for any office information or documents requested;

    To qualify for this opportunity, you possess:

    • The ability to work in a team environment and demonstrate a professional and friendly manner;

    • High level client service demeanor;

    • A positive attitude and strong work ethic;

    • Experience working within the Financial Services industry;

    • Great organizational skills and a dependable nature;

    • The ability to handle confidential information;

    • Excellent verbal and written communication skills;

    • The ability to follow and execute well laid out business processes;

    • Exceptional problem-solving skills

    • The ability to prioritize and multitask;

    • Openness and willingness to learn new systems;

    • The ability to work well independently;

    • Meticulous attention to detail;

    • Proficiency with MS Office (Outlook, Word, Excel, and PowerPoint);

    • Working experience with Dataphile and or Croesus a benefit;

    • A result driven, goal-oriented approach;

    Industry licensing is mandatory for this position. If you are not already licensed, you may become CSC licensed within 6 months - complete the CSC, CPH and in-house training program. Completion of the CSC leads to increased compensation.

    Raymond James Ltd. is a member of the Investment IndustryRegulatory Organization of Canada (IIROC) and of the Canadian Investor ProtectionFund (CIPF). Customers' accounts are protected by the Canadian Investor ProtectionFund within specified limits. A brochure describing the nature and limits ofcoverage is available upon request or at . 3Macs, MacDougall,MacDougall & MacTier and Raymond James Correspondent Services are divisions ofRaymond James Ltd. Raymond James Ltd. is an integrated financial services firm. Itssubsidiaries, Raymond James Investment Counsel Ltd., Raymond James FinancialPlanning Ltd., Raymond James Trust (Canada) and Raymond James Trust (Québec) not members of the IIROC or the CIPF. Please consult each subsidiary's webpagesfor applicable corporate, regulatory or membership information.

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