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
How does the role impact the organization?
Plena Wealth of Raymond James Ltd. is looking for a top-quality Assistant who can provide outstanding team support through their expertise, hard work, and dedication. This is a supportive, driven top-tiered team offering career growth opportunities, and a competitive compensation package including salary, override, and bonus potential.
Drawing on previous experience in a financial services firm, you must be a team leader, have meticulous attention to detail, possess a positive attitude, and have exceptional interpersonal skills. The successful candidate must also be responsible, confident and self-motivated,
What is the position responsible for?
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Administer client onboarding process including the gathering of information and document processing
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Manage and maintain client information and communicate with clients to update as necessary
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Prepare professional correspondence and reports, documents, and files;
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Respond to requests for information in a timely manner;
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Service clients’ general day-to-day requests;
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Communicate internally with various operational and administrative departments;
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Maintain the Customer Relationship Management (CRM) software;
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Manage our WOW client service program.
What can you expect from us?
Our most important investment is in people. Upon eligibility, Raymond James Ltd offers 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?
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Meticulous attention to detail;
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Knowledge of MS Office (Word, Excel, PowerPoint, and Outlook), Internet Explorer and business-related software;
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Organizational and problem-solving skills;
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The ability to learn independently;
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A proactive self-starter with a ‘can do’ attitude and the desire to take ownership of their position;
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Prioritize and manage multiple deadlines and tasks; and
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Work in a team environment and demonstrate a professional and friendly manner.
Education and Experience
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Minimum 1 years of administrative experience; and
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Post-secondary education.
Licenses and Certifications
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CIRO license or ability to become licensed within 6 months of hiring.
We encourage our associates at all levels to:
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Grow professionally and inspire others to do the same
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Work with and through others to achieve desired outcomes
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Make prompt, pragmatic choices and act with the client in mind
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Take ownership and hold themselves and others accountable for delivering results that matter
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Contribute to the continuous evolution of the firm
Salary Range: Base salary of $45,000-$55,000 with additional performance and other bonuses/incentives.
Actual compensation will be determined based on skills, experience, internal equity, and other job requirements.
This posting is for an existing vacancy.
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.
We may use automated or AI-enabled tools to support parts of our recruitment and screening process, including screening, assessing or selecting applicants where applicable. These tools help us review applications efficiently, but they do not replace human decision-making.
