Job Description 

At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.

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.

Administrative Assistant

How does the role impact the organization?

Drawing on industry experience in a financial services firm or previous experience in an administrative role, you will be responsible for providing administrative support to the Financial Advisor team and outstanding service to client. The right candidate is self-motivated with exceptional administrative skills, has a dependable nature and brings an ability to work within deadlines both independently and as part of a team. This position will support a dynamic team who is looking for a self-starter who is able to connect with others, has a proactive approach to problem solving and enjoys working in a fast paced environment. 

What is the position responsible for?

• Develop and maintain strong, long-term relationships with high-net-worth clients through daily communication, ensuring their needs are addressed promptly, clearly, and effectively.
• Act as the primary point of contact for clients, managing inquiries, concerns, and requests in a timely and professional manner.
• Work closely with financial advisor team to enhance client relationships and support the growth of a sustainable business.
• Deliver proactive client service by collaborating with internal departments to ensure seamless and timely resolution of client needs.
• Supervise junior service assistants, ensuring tasks are completed accurately, efficiently, and within set timelines.
• Assist partners in managing team workflows to optimize efficiency.
• Assist in organizing client presentations and investor updates, ensuring clients are provided with relevant and up-to-date information.
• Manage and maintain client documentation, including account applications, financial statements, and compliance-related forms.
• Assist in the preparation and participation of client portfolio review meetings.
• Compile and deliver comprehensive annual tax packages for clients.
• Coordinate and manage subscription documentation for private placements, collaborating closely with the syndication department to meet strict deadlines.
• Contribute to the growth of the wealth management business through various marketing initiatives.

What can you expect from us?

Our most important investment is in people.  Upon eligibility, Raymond James Ltd offers flexible workstyles, a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more! We also support internal promotion and community involvement.

What do we expect from you?

• Minimum 7-10 years of high-level administrative experience within an investment dealer or fast-paced financial services environment, with a proven track record of success.
• Proven leadership experience, with a strong history of successfully supervising and guiding junior staff to achieve top performance.
• Exceptional organizational and problem-solving abilities, capable of managing complex and high-pressure tasks and overseeing team member processes with precision and efficiency.
• Expert-level proficiency in MS Office (Excel, Word, Outlook, PowerPoint) and other essential business software, ensuring seamless performance in all technical aspects.
• Highly proactive, self-driven attitude, consistently demonstrating initiative and an unstoppable “can-do” approach to tackling challenges.
• Outstanding verbal and written communication skills, able to deliver clear, concise, and professional communication in high-stakes situations.
• Impeccable attention to detail, ensuring absolute accuracy and thoroughness in every task and piece of documentation.
• Superior ability to prioritize and manage multiple deadlines and competing demands, thriving in high-pressure environments while maintaining composure and focus.
• Dynamic team player, excelling in fast-paced, collaborative environments and driving team success through effective cooperation.

We encourage our associates at all levels to:

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

At Raymond James – we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.