Living Financial of Raymond James Ltd. is looking for an Administrative Assistant to work with our team of financial professionals in our Batawa, Ontario office.
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. Living Financial is an independent branch of Raymond James Ltd.
Check us out at www.livingfinancial.ca
The role consists in providing administrative support to a Financial Advisor and outstanding service to our clients. As a key member of the team, the Administrative Assistant's contributions are important to the success of the client relationship with the Financial Advisors, and to the success of the Branch as a whole.
Your hours of work will be 8:30 AM - 4:00 PM Monday to Friday. The position is available immediately.
Specifically, you will:
- Support clients’ general day-to-day administrative duties in a timely and confidential manner.
- Assist and support the team with paperwork and reporting, manage head office correspondence, and facilitate the account opening process for new clients.
- Answer client phone calls and respond to general inquiries on the phone or in person.
- Book and confirm client meetings.
- Maintain Financial Advisor files, update accounts and other general office duties.
- Process and follow-up on security transactions and transfers.
- Foster and support client relationships by liaising with clients, respond to requests and proactive problem solving.
- Ensure all paperwork is completed correctly and in adherence to regulatory requirements.
- Perform project-based work and a variety of routine office duties as required.
- Other duties as assigned.
To qualify for this opportunity, you possess:
- Excellent verbal and written communication skills and Excellent telephone demeanor
- Adaptability to work in a dynamic and constantly changing environment
- The ability to prioritize, multi-task, and work within time constraints and follow-up
- Well-developed interpersonal and customer service skills along with problem solving skills
- Proficiency with Microsoft Office (Excel, Word, PowerPoint & Outlook), and CRM experience is an asset.
- The ability to work both independently and in a team environment and demonstrate a professional, dependable and responsible nature
- Outstanding customer service skills.
- The ability to handle confidential information.
- Ability to manage your own time and be a self-starter on given tasks.
Desired Skills (but not required)
- Experience in the financial investment industry
- Previous experience in a Financial Administrative position.
- Experience with the Dataphile program and/or CRM software.
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.
- This is a permanent full-time position. Compensation will be discussed based on experience and qualifications.
If you would like to join our team, please send a resume and covering letter, quoting the position and job posting to: [email protected]
We thank all candidates for their interest and advise that only those under consideration will be contacted.
Job Wealth management
Primary Location CA-ON-Batawa-Batawa
Organization PCG IFS
Schedule Full-time
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