Administrative Assistant - Kelowna, Canada - Raymond James Financial

Raymond James Financial

Verified Company

Kelowna, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Administrative Assistant

Job Summary

Essential Duties and Responsibilities

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;
Other duties as assigned.

Qualifications - External

Knowledge, Skills, and Abilities

Knowledge of:

MS Office (Word, Excel, PowerPoint, and Outlook), Internet Explorer and business related software;
Social Media (Facebook, LinkedIn, Twitter, Instagram & YouTube); and
CRM (Customer Relationship Management) software is an asset;

Skill in:

Interpersonal, as well as verbal and written communication; and
Organization and problem solving.

Ability to;

Learn independently;
Be 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.
If not already obtained; completion of CSC within the first 12 months of employment required

Depending on eligibility, we offer:

Competitive Wages
Health Benefits Program including Life Insurance and Disability from start date
RRSP Matching Program from start date
Employee Stock Purchase Plan
Paid Time Off & Other Time Off such as Volunteer Day
Discretionary Bonuses
Tuition Reimbursement Program
Top Up Plan
Employee Investment Accounts
Flexible Work Styles

Job Wealth management

Primary Location CA-BC-Kelowna-Kelowna

Organization Branch

Schedule Full-time

Status Permanent Full-Time