Branch Assistant

Raymond James•Ottawa, ON

3d•CA$50,000 - CA$55,000•Onsite

About The Position

Raymond James Ltd. is seeking a Branch Assistant to work in our Ottawa IAS office. The primary role of Receptionist/Branch Assistant is to provide operational and administrative support to the office. The individual will assist in the implementation of branch directives and ensure that a high level of service quality is evident in all aspects of day-to-day operations.

Requirements

Knowledge of Fundamental investment concepts, practices, and procedures used in the securities industry.
Microsoft Office with a willingness and ability to learn new applications
Skills in time management with the ability to prioritize, multitask, and work within time constraints
Ability to work within deadlines in a high-volume and demanding environment while maintaining a high level of service and an imperative attention to detail
Demonstrate advanced face-to-face, email, videoconferencing, and telephone etiquette and relationship management skills
Assist others with flexibility and willingness as required
Work independently as well as collaboratively within a team environment
Maintain a professional manner to establish and maintain effective working relationships at all levels of the organization
Exercise tact and discretion in the handling of confidential information
A minimum of 2 years’ experience in the Investment Brokerage or Financial Services Industry.

Nice To Haves

Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm

Responsibilities

Greet and assist visiting clients and guests
Cover reception and respond to general inquiries, both in person and on the phone
Handle and correctly escalate urgent incoming client calls
Receive and process all cheques/banking
Sort and deliver mail, status slips, monthly statements and assist with mail-outs for brokers
Accept, distribute and arrange all courier pick-up and deliveries
Photocopy, mail and email information
Organize catering for meetings, special events and luncheons; organize and book boardroom meetings
Set up prior to and clean up after boardroom presentations and individual client/advisor meetings
Maintain cleanliness of common areas and office supplies & equipment
Act as backup support to Financial Advisor Assistants in the verification of daily activity in accounts, review of previous day’s transactions (trades, debits, transfers, errors) and account openings
Foster and support client relationships by liaising with Investment Advisor Assistants, responding to their requests, and proactive problem solving
Participate in preparing and reviewing daily reports, client correspondence, and taking ownership of project work
Coordinate with branch marketing initiatives including client appreciation events, mailings, website development/maintenance and social media
Support the Branch Administrator & Branch Manager with general office administration