Executive Assistant - Victoria, Canada - Heart Wealth Management Group of Raymond James Ltd.

Description

At Raymond James,
we develop,
we collaborate,
we decide,
we deliver, and
we improve together. Raymond James Ltd.

is Canada's leading independent investment dealer offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

Executive Administrative Assistant to Senior Wealth Manager

Job Summary

What will you do?

• Prepare client meeting and review materials, correspondence and reports;
• Utilize contact management system for daily task management and record keeping;
• Take responsibility for scanning and filing all correspondence and material;
• Prepare and send physical letters in the mail, newsletters and electronic mail;
• Review and process incoming mail by scanning or distributing to team members;
• Answer and make telephone calls in a professional, polite and positive tone;
• Monitor stationary, office supplies and take responsibility for ordering new supplies;
• Prepare and send physical cards and gifts as instructed on a monthly and daily basis;
• Prepare account opening documentation;
• Follow up on documentation with clients or back office as required;
• Take responsibility for protecting and maintaining confidential documents; and
• Other administrative duties as assigned.

What do you need to succeed?

• Musthave_
• A postsecondary education;
• Administrative experience;
• Strong Microsoft Office Suite skills;
• Meticulous attention to detail;
• Excellent time management and organizational skills;
• Demonstrated skills in providing professional, warm, and friendly service; and
• Exceptional verbal and written communication skills in English.
• The Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH) designations, or a willingness and ability to complete within the first year of employment.
• Nicetohave_
• Financial industry knowledge;
• 1 to 2 years investment industry experience;
• Proficiency in Microsoft PowerPoint, Social Media, Adobe Acrobat; and
• Enthusiastic, caring, committed and kind spirit.
• What's in it for you?_

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper.

We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

Interesting work and high-caliber colleagues create a rewarding environment where you can accelerate building your professional skills and networks.

Comprehensive benefits and competitive compensation; Leaders who support your development through coaching and managing opportunities; Ability to make a difference and lasting impact; Opportunity to expand your knowledge and skillset by working with a dynamic, collaborative, progressive, and high-performing team


Job Types:
Full-time, Part-time, Permanent

Part-time hours: 37.5 per week


Salary:
$24.00-$30.00 per hour


Benefits:

• Company events
• Dental care
• Employee stock purchase plan
• Extended health care
• Life insurance
• Paid time off
• RRSP match
• Vision care

Schedule:

• Monday to Friday

Language:

• English clearly and fluently (required)

Work Location:
In person