Senior Administrative Assistant
Raymond James Ltd 209 reviews - 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.

About this company
209 reviews
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...