Licensed Assistant (Full-Time) Jobs

Raymond James Independent Financial Services, Filo Financial Solutions is seeking a Licensed Assistant to work in our Calgary location. 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.

Drawing on at least two years previous experience as a Licensed Administrative Assistant in a financial services firm, the candidate must have a meticulous attention to detail, possess a positive attitude and have exceptional 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’s primary focus is to assist Financial Advisors build their business using strong administration, communication and interpersonal skills.

Specifically, you will:

• Foster and support client relationships by liaising with clients, respond to requests and proactive problem solving;
• Update accounts and create bi-annual portfolio reviews;
• Manage incoming and outgoing phone calls with clients;
• Be involved in preparing correspondence and reports, event planning and coordination;
• Maintain Financial Advisor files and other general office duties.
• Data entry for financial plans
• Cover office phone lines and respond to general inquiries
• Coordinate office supplies
• Process and follow-up on security transactions, transfers and account openings;
• Open accounts and manage all documentation requirements;
• Perform project-based work and basic marketing
• Review and process all cheques, banking and stock certificates from clients;
• Foster and support client relationships; ability to help develop and build business

To qualify for this opportunity, you possess:

• The ability to work in a team environment and demonstrate a professional and friendly manner;
• Completion of the Canadian Securities course as well as the Conducts and Practices Handbook; WME is preferable but not required.
• Insurance license is an asset but not required
• Superior customer service skills;
• Proficiency with Microsoft Office (Word, Excel, PowerPoint & Outlook), and contact management software;
• Experience with Dataphile or equivalent transaction software is a definite asset;
• Meticulous attention to detail, ability to work under deadlines
• Excellent verbal and written communication skills;
• The ability to handle confidential information;
• Strong organizational and problem-solving skills;
• A minimum of 2 years investment industry experience or post secondary equivalent;

If you would like a challenging and rewarding opportunity in financial services, please email your resume and covering letter, quoting the position by to:

Attn: Filomena May

Email: [email protected]

Visit us at: filofinancial.ca

To be considered for employment candidates will be required to provide proof of citizenship, permanent residency or eligibility to work in Canada with no restrictions.

We require applicants to complete a background verification process prior to commencing employment with the company, including but not limited to a credit and criminal record check.

Employment is contingent on the satisfactory completion of a pre-employment background check.

We sincerely thank all applicants who express an interest in this role: only those being directly considered 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 email details.

Job

Wealth management

Primary Location

CA-AB-Calgary-Calgary

Other Locations

CA-AB-Calgary

Organization

PCG IFS

Schedule

Full-time