Job Description
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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.
Administrative Assistant
Raymond James Independent Financial Services, Oliphant Wealth Management is seeking an Administrative Assistant to work out of our downtown Calgary location. 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.
How does the role impact the organization?
Drawing on previous experience in an administrative role, you will be responsible for providing administrative support to a family oriented Financial Advisor team.
The position is fast-paced, dynamic, and straddles the client service and administration spheres. The candidate must have a penchant for administrative tasks, meticulous attention to detail, possess a positive attitude, and have exceptional interpersonal skills. The successful candidate must also be responsible, self-motivated, a team player, and have an honest, dependable, and friendly nature.
What is the position responsible for?
• Responding to requests, and solving problems proactively;
• Respond to and follow-up on inquiries from teammates in a timely and efficient manner;
• Open and sort mail and email;
• Book and confirm appointments;
• Help prepare documents for client meetings;
• Manage all necessary documentation for clients and keep up to date with compliance regulations;
• Prepare, distribute and process client documentation;
• Be involved in preparing and reviewing daily reports, client correspondence and taking ownership of project work;
• Communicate internally with various operational and administrative departments;
• Provide seamless service onboarding new clients;
• Open accounts and manage documentation requirements;
• Administer and prepare investment performance and tax reporting;
• Process client requests and follow-up on cheque deposits, account transfers, and RRSP contributions by liaising with Credit, Compliance, RRSP, Mutual Fund or Securities Departments to solve any administrative problems;
• Act as backup support to Financial Advisor Assistants in the verification of daily activity in accounts and review of previous day’s transactions (trades, debits, transfers, errors);
• Operate, update, and maintain the Customer Relationship Management (CRM) software;
• Generate mailing lists and administer mass mailing efforts;
• Handle quarterly mailings to clients & prospects;
• Manage & maintain prospect database and marketing materials;
• Assist in implementing marketing ideas such as newsletters, client cards, seminars and other client events;
• Edit and distribute client communications and marketing materials; and
• Maintain and improve the team website and all social media profiles.
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?
• Skilled in Social Media (eg. Facebook, Twitter, LinkedIn, blog posts, etc.)
• CRM (Customer Relationship Management) software and maintaining/improving CRM databases is an asset;
• Experiences using online marketing tools including Google analytics, website assets, and SEO is an asset;
• Microsoft Office with a willingness and ability to learn new applications;
• The ability to work within deadlines in a high-volume and demanding environment while maintaining a high level of service and an imperative attention to detail;
• Demonstrate advanced face-to-face, email, videoconferencing, and telephone etiquette and relationship management skills;
• Act as a proactive self-starter with a 'can do' attitude and genuine commitment to client service;
• Exercise tact and discretion in the handling of confidential information; and
Educational/Previous Experience Requirements
• A post-secondary education;
• A minimum 2 years of administrative experience
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.
Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at [email protected]. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.
Please attach a cover letter to your application
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.
Administrative Assistant
Raymond James Independent Financial Services, Oliphant Wealth Management is seeking an Administrative Assistant to work out of our downtown Calgary location. 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.
How does the role impact the organization?
Drawing on previous experience in an administrative role, you will be responsible for providing administrative support to a family oriented Financial Advisor team.
The position is fast-paced, dynamic, and straddles the client service and administration spheres. The candidate must have a penchant for administrative tasks, meticulous attention to detail, possess a positive attitude, and have exceptional interpersonal skills. The successful candidate must also be responsible, self-motivated, a team player, and have an honest, dependable, and friendly nature.
What is the position responsible for?
• Responding to requests, and solving problems proactively;
• Respond to and follow-up on inquiries from teammates in a timely and efficient manner;
• Open and sort mail and email;
• Book and confirm appointments;
• Help prepare documents for client meetings;
• Manage all necessary documentation for clients and keep up to date with compliance regulations;
• Prepare, distribute and process client documentation;
• Be involved in preparing and reviewing daily reports, client correspondence and taking ownership of project work;
• Communicate internally with various operational and administrative departments;
• Provide seamless service onboarding new clients;
• Open accounts and manage documentation requirements;
• Administer and prepare investment performance and tax reporting;
• Process client requests and follow-up on cheque deposits, account transfers, and RRSP contributions by liaising with Credit, Compliance, RRSP, Mutual Fund or Securities Departments to solve any administrative problems;
• Act as backup support to Financial Advisor Assistants in the verification of daily activity in accounts and review of previous day’s transactions (trades, debits, transfers, errors);
• Operate, update, and maintain the Customer Relationship Management (CRM) software;
• Generate mailing lists and administer mass mailing efforts;
• Handle quarterly mailings to clients & prospects;
• Manage & maintain prospect database and marketing materials;
• Assist in implementing marketing ideas such as newsletters, client cards, seminars and other client events;
• Edit and distribute client communications and marketing materials; and
• Maintain and improve the team website and all social media profiles.
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?
• Skilled in Social Media (eg. Facebook, Twitter, LinkedIn, blog posts, etc.)
• CRM (Customer Relationship Management) software and maintaining/improving CRM databases is an asset;
• Experiences using online marketing tools including Google analytics, website assets, and SEO is an asset;
• Microsoft Office with a willingness and ability to learn new applications;
• The ability to work within deadlines in a high-volume and demanding environment while maintaining a high level of service and an imperative attention to detail;
• Demonstrate advanced face-to-face, email, videoconferencing, and telephone etiquette and relationship management skills;
• Act as a proactive self-starter with a 'can do' attitude and genuine commitment to client service;
• Exercise tact and discretion in the handling of confidential information; and
Educational/Previous Experience Requirements
• A post-secondary education;
• A minimum 2 years of administrative experience
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.
Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at [email protected]. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.
Please attach a cover letter to your application
💡 Quick Summary
Seeking a career-building opportunity? The Administrative Assistant | | Number| 24025++ position is now open for candidates interested in the Office Assistant Jobs sector. This role in Calgary offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Office Assistant Jobs is a plus.
