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Raymond James Independent Financial Services is seeking an Administrative Assistant to work in our Calgary Office. Raymond James Ltd. is one of Canada’s leading independent investment dealers, offering high-quality investment products and services to Canadians seeking customized solutions to their wealth management needs.
The ideal candidate will have at least 1 year of previous experience, ideally in a financial services firm, as well as excellent communication skills, attention to detail, and the ability to handle multiple tasks and prioritize effectively. The candidate will provide meticulous coordination of daily account administration to ensure client expectations are consistently exceeded with timely, accurate, and compliant account management – which includes maintaining proactive, professional client communication related to all account administration. Enthusiastically assist with ongoing administration including following team communication strategies to ensure an exceptional client experience – always.
Responsibilities:
- Regularly report to and communicate with the Financial Advisor and team regarding client service and account management
- Provide quick, effective responses and resolutions to all account administration queries
- Escalate account administration problems/client issues if required
- Coordinate and manage account openings with regular follow up and timely, professional client communication
- Non-Registered Accounts / Non-Qualified Accounts
- Registered Accounts/Qualified Accounts
- Corporate Accounts and more
- Coordinate all aspects of account transfers including back-office follow up and communication to clients
- Coordinate initial set up and accurate implementation of all Systematic Account Programs
- Respond to, initiate and follow up on all Cheque and Wire requests and notify clients promptly & professionally
- Responsible to handle Account Administrative Communication as efficiently as possible (client calls, e-mails, forms & letters by mail or fax, and other inquiries)
- Create and curate content for the agency’s various social media accounts
- CRM (Maximizer) Database Entry & Updating
Requirements:
- 1+ years of previous administrative experience in a similar role
- Diploma or equivalent
- Understanding of the Finance Industry through CSC or other avenues
- Excellent communication skills, both written and verbal
- Strong attention to detail and ability to multitask
- Proficiency in Microsoft Office (Word, Excel, Outlook), and social media platforms
- Ability to work independently and take initiative
- Strong organizational skills and above average ability to work independently with little supervision
- Must be able to work in a fast-paced environment with demonstrated ability to juggle and prioritize multiple, competing tasks and demands, and to seek supervisory assistance as appropriate.
This position is full-time and offers competitive base pay plus bonus, paid vacation leaves commensurate with experience.
If you would like a challenging and rewarding opportunity in financial services, please send your resume and cover letter, quoting the position name by 01/15/2024 to:
Doug Pinder
IFS Calgary Raymond James Ltd
1900 11th Street SE, Calgary, AB T2G 3G2
Phone number: 403-671-2433
Email: doug.pinder@raymondjames.ca
We thank all candidates for their interest and advise that only those under consideration will be contacted.
Raymond James Ltd. recognizes the value of a diverse workforce and appreciates the unique skills and special contribution of each employee. We are committed to accessibility for candidates through all stages of the recruitment process. Should you require accommodation, please contact us using the above details and we will be happy to help.
Job
Wealth management
Primary Location
CA-AB-Calgary-Calgary
Organization
PCG IFS
Schedule
Full-time
