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

Raymond James Financial, Inc.

Verified Company

Saskatoon, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

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.

_ Team Administrative Assistant_

How does the role impact the organization?

The primary role of the Administrative Assistant is to support one of the high producing Advisory teams ensuring the clients receive outstanding service.

What is the position responsible for?

Provide accurate, organized and efficient administrative support to two advisors on a fastpaced growing team;
Be responsible for and support the team with paperwork & manage head office correspondence;
Basic financial administrative duties including sending funds, address changes, client account agreement updates and other documents in the everyday management of clients financial accounts;
Communicate internally with various operational and administration departments;
Process and follow up on security transactions and transfers;
Assist during tax reporting season, liaising with tax professionals & clients to provide details, slips and updates as required;
Handle incoming and outgoing phone calls with clients and respond to requests for information;
Schedule and organize client meetings;
Maintain Financial Advisor files;
Perform general office duties; and
Prepare for client meetings

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.

What do we expect from you?

An interest and willingness to learn basic fundamental investment concepts, practices, and procedures used in the securities industry;
A working knowledge of administrative processes and procedures;
Proficiency with Microsoft Office (Word, Excel, PowerPoint & Outlook), Internet Explorer;
Knowledge of Goldmine & Dataphile Software an asset;
Excellent verbal and written communication skills;
Strong organizational and problem solving skills;
Meticulous attention to detail;
Exercise tact and discretion in the handling of confidential information;
The ability to handle confidential information;
The ability to work in a team environment and demonstrate a professional and friendly manner;
Selfstarter attributes, motivated and hardworking with the ability to prioritize, multitask, work within deadlines in a highvolume, pressureoriented environment and provide necessary follow up while maintaining a high level of service and an imperative attention to detail.

Education and Experience

Postsecondary education

Licenses and Certifications

Completion of the Canadian Securities Course (CSC) 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-SK-Saskatoon-Saskatoon

Organization Branch

Schedule Full-time

Status Permanent Full-Time