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Drawing on previous experience as a Sales Assistant in a financial services firm, or upon a degree/diploma within Financial Management or Business Administration, you must have meticulous attention to detail, possess a positive attitude, and have exceptional interpersonal skills. The successful candidate must also be responsible, confident, self-motivated and a team player.
Specifically you will:
Handle incoming and outgoing phone calls with clients and respond to requests for information;
Assist with the account opening process of new clients & provide seamless service onboarding new clients;
Open accounts and manage documentation requirements;
Help to prepare documents for client meetings;
Manage all necessary documentation for our client base and keeping up to date with compliance regulations;
Prepare and review daily/monthly/annual reports, client correspondence and take ownership of project work;
Prepare professional correspondence and reports, documents and files;
Process and follow up on security transactions and transfers;
Maintain files and other general office duties as required;
Support various office administrative duties;
Communicate internally with various operational and administration departments;
Maintain Financial Advisor files;
Assist with Social Media and website maintenance;
Manage & maintain prospect database and marketing materials; and
Other duties as assigned.
For additional information, please visit this link: https://www.raymondjames.ca/careers/corporate-opportunities
Essential Skills
- Reading text
- Document use
- Working with others
- Critical thinking
- Job task planning and organizing
- Finding information
- Continuous learning
- Significant use of memory
Work Setting
- Private sector
Area Of Specialization
- Invoices
- Correspondence
- Reports
- Forms and records
Keyboarding (Words Per Minute)
- 61 - 80 wpm
Business Equipment and Computer Applications
- Windows
- MS PowerPoint
- MS Word
- Excel
- Electronic scheduler
- Database software
- General office equipment
- Internet browser
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