Elevate client support as a Full-Time Administrative Assistant with Raymond James in Calgary. Ensure administrative efficiency, client service, and collaboration within a dynamic financial services team.
Raymond James Ltd. seeks an Administrative Assistant to support financial advisors in a fast-paced environment. With a focus on administrative management, you will handle scheduling, client requests, and prepare for meetings. Exceptional interpersonal skills and a degree in Financial Management or Business Administration are essential for success in this role.
Key Responsibilities:
- Foster client relationships through proactive communication
- Support day-to-day administrative requests confidentially
- Prepare client meeting presentations using PowerPoint
- Maintain accurate records in CRM software
- Assist with marketing initiatives on social media
Requirements:
- Three years of relevant administrative experience
- Knowledge of investment concepts and regulations
- Experience with CRM software and Microsoft Office
- Strong organizational skills with attention to detail
- Ability to manage multiple tasks under deadlines
Contribute to team success and client satisfaction through effective organization and communication skills at Raymond James.
Full-Time Administrative Assistant at Raymond James in Calgary employer: Raymond James Ltd.
Raymond James Ltd. is an exceptional employer that prioritizes the growth and well-being of its employees, offering a dynamic work environment in the heart of Canada’s financial sector. With a strong commitment to professional development, flexible workstyles, and a comprehensive benefits package, including RRSP matching and tuition reimbursement, the company fosters a culture of collaboration and innovation. Employees are empowered to drive change and contribute to meaningful projects, making it an ideal place for those seeking a rewarding career in wealth management.
