Raymond James Ltd. Looking for Administrative Assistant at Burnaby, British Columbia, Canada Full Time

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.

Administrative Assistant

Muir Investment Team

How does the role impact the organization?

Deliver a great client experience by handling all client service needs promptly, efficiently, and with enthusiasm.

Providing great service is an essential step in creating a great client experience that results in retention and referrals.

• Great service is delivered by a service professional.
• Great service is fast.
• Great service solves the right problem correctly.
• Great service is meticulous in the follow-up
• Great service is friendly

What will your role be responsible for?

• Answer all incoming calls and greet visiting guests and clients.
• Manage team email inbox answering emails and forwarding to appropriate team members responsible to handle requests.
• Organize and book boardroom and restaurant meetings
• Manage client databases, email database (Microsoft CRM & Constant Contacts) (additions, deletions, connections). This includes helping run necessary reports for meetings and as requested.
• Preparing correspondence and Croesus and other reports (email and mail)
• team planning meeting notes
• birthday cards/letters, thank you, sympathy, congrats cards, seasonal cards (Chinese New Year, Thanksgiving, Hanukah, and Christmas)
• mailing of annual desk calendars sent to clients
• weekly email newsletter
• bi-monthly mailer – mail & email
• recurring monthly reports as requested by clients
• weekly meeting reports
• Requesting compliance and corporate communications approval as directed by the Marketing Associate via Service Now for client mailers and marketing material
• Distribute and post mail and couriers
• Prepare client review appointment packets.
• Assist advisors with any copies, scans or other items needed for clients.
• Mutual fund inquiries as required (i.e DSC fees and cost basis inquiries).
• Assist in planning of client appreciation/branch events
• Maintain cleanliness in the kitchen, boardrooms and reception area so they are presentable for guests.
• Keep track of office supply inventory and order new materials as necessary. This includes business cards, copy paper, printer toner, envelopes, letterhead, and coffee and tea supplies for kitchen.
• Assist with PIMG quarterly reports – make sure envelopes, labels are ready for mailing.
• Coordinate with Metro Towers regarding any building maintenance or repair needs.
• Order and send Appreciation and Referral Gifts for clients
• Update and print insurance summaries for clients on Strategy meetings
• Maintain TFSA spreadsheet and campaign for contributions
• Print daily GIC rates as requested by advisor
• Preparation of weekly 90 day list for secondary advisors
• Check for incoming and outgoing Canada Post mail daily.
• Shop for team snacks.

What can you expect from us?

Our most important investment is in people. Upon eligibility, Raymond James Ltd offers flexible workstyles, a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more! We also support internal promotion and community involvement.

What do we expect from you?

To qualify for this opportunity you possess:

• Knowledge of MS Office (Word, Excel, PowerPoint, and Outlook), Internet Explorer and business related software;
• Previous experience with use of Social Media (Facebook, LinkedIn, Twitter, Instagram & YouTube);
• Organizational and problem solving skills;
• The ability to learn independently;
• A proactive self-starter with a ‘can do’ attitude and the desire to take ownership of their position;
• Pay meticulous attention to detail;
• Prioritize and manage multiple deadlines and tasks; and
• Work in a team environment and demonstrate a professional and friendly manner.

Education And Experience

• Minimum 2 years of administrative experience; and
• Post-secondary education.

Licenses and Certifications

• Completion of the Canadian Securities Course (CSC) is an asset.

How to set yourself a part?

• Previous experience using a CRM (Customer Relationship Management) software is an asset.

We encourage our associates at all levels to:

• 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

At Raymond James – we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.

Salary Range: BC (based on Education, Work Experience, etc) $40,000-50,000 in addition to competitive performance bonuses/incentives.

Job

Administrative & Support Services

Primary Location

CA-BC-Burnaby-Burnaby

Organization

Branch

Schedule

Full-time

Status

Permanent Full-Time