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Administrator - Jobs in Calgary, AB

Raymond James Financial
Job LocationCalgary, AB
EducationNot Mentioned
SalaryNot Disclosed
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypeFull Time

Job Description

Administrator

  • 2204035
Raymond James Independent Financial Services is seeking a qualified Team Administrator to work in our Calgary branch. 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.As Team Administrator, you will provide ongoing operational administrative support to the Agent. You will assist in the implementation of branch directives and ensure that a high level of service quality is evident in all aspects of day-to-day operations. In addition, you will assist the Agent in providing comprehensive financial services to their clients.A self-motivated individual with exceptional administrative skills and a dependable nature, you bring to the role an ability to work within deadlines both independently and as part of a team. Proven effective time management skills and a focus on client service is a must.Specifically you will:
  • Assist the Agent in dealing with their work concerns and interaction with back office operations in order to facilitate client support;
  • Develop and maintain necessary records and files for the Agency in order to ensure efficient operation;
  • Input CRM meeting notes and perform a variety of routine office duties as required;
  • Review all new account documentation before it is signed by the Agent;
  • Use Word, Excel, and PowerPoint programs to store, edit, format, print and revise letters, memos, reports, forms, labels and other printed material;
  • Be responsible for assisting in monitoring clients’ financial situations, maintaining Financial Advisor files, and handling Financial Advisor communication with head office; and
  • Be involved in preparing correspondence and reports, servicing clients’ general day-to-day requests, and other general office duties.
To qualify for this opportunity you possess:
  • Experience in the investment industry;
  • IIROC licensed or working towards completion of the Canadian Securities course as well as the Conducts and Practices Handbook;
  • Experience with Croesus and Dataphile would be an asset;
  • Accounting background would be an asset;
  • Superior customer service and communication skills;
  • Proficiency with Microsoft Office (Word, Excel, PowerPoint & Outlook), Internet Explorer and contact management software;
  • The ability to handle confidential information;
  • Excellent verbal and written communication skills;
  • The ability to work in a team environment and demonstrate a professional and friendly manner;
  • Strong organizational and problem solving skills; and
  • Meticulous attention to detail.
This is a permanent part-time position with the potential for full-time and a competitive compensation and benefits package.If you would like a challenging and rewarding opportunity in financial services, please send your resume and covering letter by October 26, 2022 to: marli.beetge@raymondjames.caTo be considered for employment candidates will be required to provide proof of citizenship, permanent residency or eligibility to work in Canada with no restrictions. We require applicants to complete a background verification process prior to commencing employment with the company, including but not limited to a credit and criminal record check. Employment is contingent on the satisfactory completion of a pre-employment background check.We sincerely thank all applicants who express an interest in this role: only those being directly considered will be contacted.Raymond James Ltd. recognizes the value of a diverse workforce and appreciates the unique skills and special contribution of each employee. We are committed to accessibility for candidates through all stages of the recruitment process. Should you require accommodation, please contact us using the above details and we will be happy to help.Job Wealth managementPrimary Location CA-AB-Calgary-CalgaryOrganization PCG IFSSchedule Part-timeStatus Permanent Part-TimeQuick Apply
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