Administrative Assistant

Raymond James•Vancouver, BC

2d•CA$45,000 - CA$55,000

About The Position

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.

Requirements

Meticulous attention to detail
Knowledge of MS Office (Word, Excel, PowerPoint, and Outlook), Internet Explorer and business-related software
Organizational and problem-solving skills
The ability to learn independently
A proactive self-starter with a ‘can do’ attitude and the desire to take ownership of their position
Prioritize and manage multiple deadlines and tasks
Work in a team environment and demonstrate a professional and friendly manner
Minimum 1 years of administrative experience
Post-secondary education
CIRO license or ability to become licensed within 6 months of hiring

Nice To Haves

Previous experience in a financial services firm
Team leader
Exceptional interpersonal skills
Responsible, confident and self-motivated

Responsibilities

Administer client onboarding process including the gathering of information and document processing
Manage and maintain client information and communicate with clients to update as necessary
Prepare professional correspondence and reports, documents, and files
Respond to requests for information in a timely manner
Service clients’ general day-to-day requests
Communicate internally with various operational and administrative departments
Maintain the Customer Relationship Management (CRM) software
Manage our WOW client service program