Receptionist / Branch Assistant

Raymond James•Kelowna, BC

6h•CA$45,000 - CA$50,000

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. As a member of the team, reporting to the Branch Administrator, you will provide ongoing administrative support to the branch, and its clients.

Requirements

Proficient in MS Office including Word, Excel, and Outlook
Excellent Verbal, written and interpersonal communication skills
Strong customer service skills
Superb organizational and prioritization abilities
Must have a professional and reliable demeanor
The ability to be adaptable and flexible
Thrives in a fast-paced work setting
Maintain a friendly and professional conduct
Minimum 2 years of Reception/Administrative Assistant experience

Responsibilities

Answer all incoming calls on the main switchboard
Greet and assist visiting clients and guests
Handle and correctly escalate urgent incoming client calls
Distribute and post mail
Organize and book boardroom meetings
Liaise with local caterers to order breakfast/lunches for presentations
Set up prior to and clean up after boardroom presentations; and after individual client/advisor meetings
Operate video and audio conferencing equipment
Accept, distribute and arrange all courier pick-up and deliveries
Maintain cleanliness in the kitchen, boardrooms and reception area
Maintain stationery supplies and office equipment
Plan & post Branch social media articles/events on various websites
Initiate Branch website updates
Provide assistance to other employees on various branch projects as required
Other duties as assigned