Overview

Raymond James Administrative Support Jobs in Vancouver, Canada at Raymond James Financial

Position: Raymond James Administrative Support Role
Support a proactive Financial Advisor team as an Administrative Assistant at Raymond James Ltd. Provide vital client service and administrative management in a fast-paced environment.

This position requires a self-motivated individual with exceptional administrative skills, ideally with one year of experience in a similar role. Engage actively in the client onboarding process while maintaining accurate information. Effective communication and organizational capabilities are paramount to achieve success in this team-oriented position.

Key Responsibilities:

• Handle client onboarding and document processing

• Manage client data and communicate updates

• Create professional correspondence and reports

• Timely respond to client inquiries and needs

• Collaborate with varied operational departments to optimize workflows

Requirements:

• Minimum 1 year of experience in administration

• Post-secondary education is necessary

• Experience with CRM software is a plus

• Ability to work independently and meet deadlines

• Dependable and proactive in approach to problem solving

Bring your administrative expertise and client service passion to enhance the Financial Advisor team at Raymond James Ltd.
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Title: Raymond James Administrative Support

Company: Raymond James Financial

Location: Vancouver, Canada

Category:

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