Senior Administrative Assistant
Raymond James Ltd - Victoria, BC

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Job Posting #13-101

Raymond James Ltd. is seeking a full-time Senior Administrative Assistant to work in our Victoria IAS branch. This position is with a very fast-paced, dynamic sales team whose focus is on client service. Raymond James Ltd. is one of Canada’s leading full-service independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

Specifically you will:

 Prepare Investment Advisors for portfolio reviews and client meetings;
 Prepare new client documentation;
 Manage all files and data for the team;
 Prepare quarterly performance reporting;
 Handle back office communication;
 Process all Estate documentation;
 Manage all EFT & RIF Payment requests (monthly and daily requests);
 Manage travel bookings;
 Reconcile monthly expenses;

An individual with great organizational skills and a dependable nature, you bring to the role:

 Meticulous attention to detail;
 A positive attitude and strong work ethic;
 Excellent verbal and written communication skills;
 A quick learning and adaptable nature;
 Professionalism and the ability to multitask;
 Proficiency with MS Office (Word, Excel, PowerPoint, Outlook and Internet Explorer);
 Exceptional problem solving skills;
 A results driven, goal-oriented approach;
 The ability to work in a team environment and demonstrate a professional and friendly manner;
 Experience with Maximizer software is a definite asset.

Previous completion of the Canadian Securities Course is not a requirement to be hired; however, the successful applicant is expected to complete it, as well as the Conduct and Practices Handbook, in order to become licensed to trade securities.

This is a full-time position with a competitive compensation and benefits package, and the potential for advancement as the business grows.

If you would like this opportunity to contribute to an exciting industry, please send a resume and covering letter, quoting the position, by December 27, 2013.


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About this company
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You can call it Ray. You can call it Ray Jay. But Raymond James Financial will do just fine. The company offers investment and financial...