Licensed Administrative Assistant

3 days ago


Santa Clarita, United States Raymond James Financial Services Full time

What is the Opportunity?


Raymond James Ltd. is one of Canada’s leading independent investment dealers, with a complete offering of high-quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

Specifically, the Portage Cross-Border Wealth Management team located in Oakville, Ontario is looking for a resourceful, empathetic and collaborative individual to join our leading wealth management practice as an Administrative Assistant.

The primary role of the Administrative Assistant is to support the fast-paced, growing Advisory team by ensuring the clients receive outstanding service. The ideal candidate will have at least two years of previous experience, ideally in a financial services firm, as well as excellent communication skills, attention to detail, and the ability to handle multiple tasks and prioritize effectively. The candidate should also be comfortable working in a fast-paced, dynamic environment and be able to adapt to changing needs and priorities.

What will you do?

• Foster and support client relationships by liaising with clients, responding to requests and demonstrating proactive problem solving.
• Support clients’ general day-to-day administrative and trade requests in a timely and confidential manner;
• Handle incoming and outgoing phone calls with clients and respond to requests for information;
• Schedule appointments, prepare for meetings, and follow-up;
• Be responsible for and support the team with paperwork, manage head office correspondence, and handle the account opening process for new clients;
• Be responsible for all cash management within the team practice, including incoming and outgoing funds, purchases and redemptions of cash equivalents;
• Act as team lead during tax reporting season, liaising with tax professionals & clients to provide details, slips and updates as required;
• Assist with marketing initiatives including social media, website content, as well as both virtual and in-person client and partner events.
• Support the Financial Advisors in growth of the overall business.
• Maintain files and other general office duties.



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