Administrative & Marketing Assistant

Raymond James•Victoria, BC

48d•$45,000 - $55,000

About The Position

The Wealthy Life Group of Raymond James Ltd. is looking for a top-quality Administrative and Marketing Assistant who can provide outstanding team support through their expertise, hard work, and dedication. The right candidate is self-motivated with exceptional administrative skills, has a dependable nature and brings an ability to work within deadlines both independently and as part of a team. This position will support a dynamic team who is looking for a self-starter who is able to connect with others, has a proactive approach to problem solving and enjoys working in a fast-paced environment.

Requirements

Proficient in all Microsoft Office applications, Canva, Co-pilot, and social media (LinkedIn, Facebook, Instagram, Spotify, Youtube) with a willingness and ability to learn new applications;
Verbal, written and interpersonal communication with both clients and colleagues;
Proficient in quantitative analysis and adept in problem-solving;
Demonstrate flexibility and adaptability to a dynamic and fast-paced environment;
Excellent attention to detail;
Take initiative to get things done with minimal supervision/direction;
The ability to prioritize, multitask, work within time constraints and follow-up.
Post-secondary education
Minimum of 2–5 years’ experience in the investment and/or financial services industry;
CIRO licensed: or willingness to complete in the next 12 months

Nice To Haves

Experience with Dataphile and Microsoft Dynamics 365 CRM is an asset.

Responsibilities

Manage new account openings – including client confirmation, documentation, and coordination with internal operational teams.
Maintain accurate and updated client account information by processing account updates and revisions as needed.
Facilitate asset transfers and ensure timely completion.
Prepare client correspondence, tax documentation, business reports, investment policy statements, portfolio evaluations, and proposals.
Conduct research and analysis to support various initiatives for the team.
Identify operational or portfolio-related issues and contribute to effective solutions while maintaining high standards of accuracy and professionalism.
Deliver a high standard of client service by anticipating client needs and responding to inquiries across phone, email, and in-person channels.
Foster and maintain strong client relationships through proactive engagement and timely communication.
Support business development efforts by assisting in prospecting activities and client-facing initiatives.
Manage compliant digital marketing content across platforms such as LinkedIn and the team website.
Coordinate the preparation and distribution of client communications, including newsletters, market updates, educational resources, and event invitations.
Monitor engagement metrics and maintain client segmentation lists to support targeted marketing and personalized communications.
Ensure all client communications and marketing activities adhere to regulatory requirements, disclosure standards, and record-keeping obligations.