Licensed Administrative Assistant Jobs

Raymond James Ltd. is seeking an experienced and licensed Administrative Assistant to work in our Barrie, Bayfield office. Raymond James Ltd. is one of Canada’s leading full-service independent investment dealers offering high-quality investment products and services to Canadians seeking customized personal solutions to their wealth management needs.

You will assist the Branch Manager / Portfolio Manager with providing comprehensive administrative service to their clients. You will be part of a dynamic full team of 2 advisors and 7 support staff working out of 2 offices, able to work collectively towards providing excellent client service. You will be working just in the Barrie office location. This is a contract full-time position with a competitive compensation and benefits package.

Specifically, you will:

• Prior to client meetings walk through office area with fresh view and ensure office is clean and up to standards;
• In winter assist to occasionally clear walkway for clients and put down salt for safety;
• Liaise with the Raymond James back office and external third parties;
• Prepare office for Compliance visits from head office personnel;
• Be prepared to perform minor troubleshooting and software updates with office computers, fax and copier, with tech support;
• Notify IT technician, copier service team, etc. when service or support is needed for office systems or equipment that is beyond our abilities;
• Prepare client reports and files for Advisor client meetings;
• Cover the phone and respond to general inquiries, both in person and on the phone;
• Enter trades, experience working with a Portfolio Manager a benefit
• Liaise with head office for any office information or documents requested;
• Manage all client documentation (new accounts and maintenance) and ensure document deficiencies for client accounts are kept to zero;
• Be responsible for monitoring client accounts and maintaining client files;
• Be involved with preparing detailed correspondence, performance reports and e-mail communication for clients;
• Prepare banking deposit documentation for client cheques and take to the bank for deposit;
• Perform light office cleaning such as wiping down table and tidying up the common office areas, as needed after client meetings;
• Collect all mail (ingoing and outgoing) and review for meeting compliance requirements;
• Assist in planning, organizing and executing client and charitable events periodically throughout the year;
• Provide service to both the advisors and clients’ day-to-day requests, and other general office duties as required;
• Keep entry porch swept as needed, to ensure safety;

To qualify for this opportunity, you possess:

• Openness and willingness to learn new systems;
• Excellent verbal and written communication skills;
• Proficiency with MS Office (Outlook, Word, Excel, and PowerPoint);
• Great organizational skills and a dependable nature;
• Exceptional problem-solving skills
• The ability to work well independently;
• The ability to handle confidential information;
• High level client service demeanor;
• The ability to work in a team environment and demonstrate a professional and friendly manner;
• Working experience with Dataphile and or Croesus a benefit;
• Experience working within the Financial Services industry;
• A result driven, goal-oriented approach;
• The ability to prioritize and multitask;
• Meticulous attention to detail;
• A positive attitude and strong work ethic;
• The ability to follow and execute well laid out business processes;

Industry licensing is mandatory for this position. If you are not already licensed, you may become CSC licensed within 6 months - complete the CSC, CPH and in-house training program. Completion of the CSC leads to increased compensation.

Job

Wealth management

Primary Location

CA-ON-Barrie-Barrie

Organization

PCG IFS

Schedule

Full-time