ADMINISTRATIVE ASSISTANT (Full-Time)

Raymond James • Abbotsford, BC

14d • Onsite

About The Position

Cindy Boury Private Wealth Management of Raymond James Ltd. is seeking a full-time Administrative Assistant to work in our Garden Court branch office in Abbotsford BC. Raymond James is one of Canada’s leading full-service independent investment dealers, offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs. Cindy Boury Private Wealth Management is an independent branch of Raymond James Ltd. The primary role of the Administrative Assistant is to support a team of financial advisors. The Administrator is responsible for client service, preparing for meetings, processing paperwork and servicing client requests. This is a great work environment, which supports personal career growth and team work.

Requirements

• Excellent verbal and written communication skills.
• Proficiency with Microsoft Office (Excel, Word, PowerPoint & Outlook), and CRM experience is an asset.
• Meticulous attention to detail.
• The ability to work within tight deadlines.
• The ability to work both independently and in a team environment and demonstrate a professional manner.
• Outstanding customer service skills.
• The ability to handle confidential information.
• Strong organizational and problem-solving skills.
• Ability to manage your own time and be a self-starter on given tasks.
• A dependable, responsible nature.

Nice To Haves

• Experience in the financial investment industry.
• Previous experience in a Financial Administrative position.
• Experience with the Dataphile program and/or CRM software.

Responsibilities

• Support clients’ general day-to-day administrative duties in a timely and confidential manner.
• Assist and support the team with paperwork and reporting, manage head office correspondence, and facilitate the account opening process for new clients.
• Answer client phone calls and respond to general inquiries on the phone or in person.
• Maintain Financial Advisor files, update accounts and other general office duties.
• Process and follow-up on security transactions and transfers.
• Support client relationships by liaising with clients, respond to requests and proactive problem solving.
• Ensure all paperwork is completed correctly and in adherence to regulatory requirements.
• Perform project-based work and a variety of routine office duties as required.
• Other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed