Administrative Assistant - Calgary, Canada - Raymond James Financial

Raymond James Financial

Verified Company

Calgary, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Administrative Assistant
Raymond James Independent Financial Services is seeking an Administrative Assistant to work in our Calgary Office. Raymond James Ltd.

is one of Canada's leading independent investment dealers, offering high-quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

Responsibilities:
Regularly report to and communicate with the Financial Advisor and team regarding client service and account management
Provide quick, effective responses and resolutions to all account administration queries
Escalate account administration problems/client issues if required
Coordinate and manage account openings with regular follow up and timely, professional client communication
Non-Registered Accounts / Non-Qualified Accounts
Registered Accounts/Qualified Accounts
Corporate Accounts and more
Coordinate all aspects of account transfers including backoffice follow up and communication to clients
Coordinate initial set up and accurate implementation of all Systematic Account Programs
Respond to, initiate and follow up on all Cheque and Wire requests and notify clients promptly & professionally
Create and curate content for the agency's various social media accounts
CRM (Maximizer) Database Entry & Updating

Requirements:

1+ years of previous administrative experience in a similar role
Diploma or equivalent
Understanding of the Finance Industry through CSC or other avenues
Excellent communication skills, both written and verbal
Strong attention to detail and ability to multitask
Proficiency in Microsoft Office (Word, Excel, Outlook), and social media platforms
Ability to work independently and take initiative
Strong organizational skills and above average ability to work independently with little supervision
Must be able to work in a fastpaced environment with demonstrated ability to juggle and prioritize multiple, competing tasks and demands, and to seek supervisory assistance as appropriate.

This position is full-time and offers competitive base pay plus bonus, paid vacation leaves commensurate with experience.

If you would like a challenging and rewarding opportunity in financial services, please send your resume and cover letter, quoting the position name by 01/15/2024 to:
Doug Pinder
IFS Calgary Raymond James Ltd
1900 11th Street SE, Calgary, AB T2G 3G2

Phone number:

Job Wealth management

Primary Location CA-AB-Calgary-Calgary

Organization PCG IFS

Schedule Full-time