Administrative Assistant

Raymond JamesVictoria, BC
CA$45,000 - CA$50,000Hybrid

About The Position

We are seeking a professional, organized, and client-focused Administrative Assistant to support our growing Wealth Management practice. The ideal candidate is detail-oriented, proactive, and enjoys building relationships while providing exceptional service in a fast-paced environment. The team is open to considering both full-time and part-time candidates. For the right candidate who is unable to commit to a full-time schedule, a part-time arrangement may be considered. Part-time hours would be scheduled Monday through Friday during morning hours, with the exact schedule to be determined based on business needs and candidate availability.

Requirements

  • Strong Microsoft Office skills (Outlook, Word, Excel).
  • Excellent communication and organizational abilities.
  • High attention to detail and strong follow-through.
  • Ability to manage multiple priorities independently.

Nice To Haves

  • 2+ years of administrative or customer service experience is an asset but not required.
  • Financial services experience is an asset but not required.

Responsibilities

  • Manage incoming calls and client inquiries.
  • Schedule appointments and maintain calendars.
  • Prepare correspondence, reports, and client documentation.
  • Maintain client records and CRM information.
  • Assist with general office administration and paperwork.
  • Support client service initiatives and day-to-day requests.
  • Coordinate with internal teams to ensure efficient operations.

Benefits

  • flexible workstyles
  • competitive compensation and benefits package
  • Health Benefits
  • RRSP Matching Program
  • Employee Stock Purchase Plan
  • Paid Time Off
  • Volunteer Days
  • Discretionary Bonuses
  • Tuition Reimbursement
  • internal promotion
  • community involvement
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