Administrative Assistant – Financial Advisor Support

About the role

Join Raymond James Ltd., Canada’s leading independent investment dealer, as an Administrative Assistant supporting a dynamic Financial Advisor team. You will provide high‑quality administrative support and exceptional service to clients in a fast‑paced environment.

Key responsibilities

• Handle all incoming and outgoing phone calls.
• Manage and maintain paperwork, correspondence, reports, and files.
• Respond to information requests promptly.
• Service clients’ day‑to‑day requests.
• Communicate with internal operational and administrative departments.
• Maintain the Customer Relationship Management (CRM) software.
• Manage the WOW service client program.
• Initiate and manage a proactive social media campaign.

Required profile

• Self‑motivated with exceptional administrative skills.
• Dependable and able to meet deadlines independently and as part of a team.
• Proactive problem‑solver with a “can‑do” attitude.
• Strong organizational and detail‑oriented mindset.
• Minimum 2 years of administrative experience and post‑secondary education.

Required skills

• Microsoft Word, Excel, PowerPoint, and Outlook.
• Internet Explorer and other business‑related software.
• Social media platforms: Facebook, LinkedIn, Twitter, Instagram, YouTube.
• Experience with CRM software (asset).

What we offer

• Flexible workstyles and a competitive compensation package.
• Health benefits, RRSP matching, employee stock purchase plan.
• Paid time off, volunteer days, discretionary bonuses, tuition reimbursement.
• Opportunities for internal promotion and community involvement.