Financial Advisor Assistant

Raymond James • Kelowna, BC

6d • CA$45,000 - CA$55,000

About The Position

At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs. Drawing on at least 1-2 years of previous experience as an Administrative Assistant in a financial services firm, the candidate must have a meticulous attention to detail, possess a positive attitude and have exceptional customer service & interpersonal skills, as they will be dealing directly with clients. The successful candidate must also be responsible, self-motivated and a team player. This position will assist the Branch Manager, and his financial advisor team, whose focus is providing exceptional client service.

Requirements

• Minimum 1-2 years investment industry experience
• Post-secondary education
• CIRO licensed
• Excellent proficiency with Microsoft Office particularly Word, Excel, PowerPoint & Outlook
• Excellent verbal and written communication skills
• Strong organizational skills
• Meticulous attention to detail
• Ability to prioritize, multitask, work within time constraints and follow-up
• Ability to work in a team environment and demonstrate a professional and friendly manner

Nice To Haves

• Previous experience as an Administrative Assistant in a financial services firm

Responsibilities

• Process and follow up on security transactions and transfers
• Handle incoming and outgoing phone calls with clients
• Respond to requests for information
• Prepare correspondence and reports
• Service clients’ general day-to-day requests
• Foster and support client relationships
• Have an understanding the differences between stocks, bonds and mutual funds
• Other duties as assigned

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree