Branch Assistant
Raymond James Financial Services
At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together .
Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.
Branch Assistant
How does the role impact the organization?
Raymond James Ltd. is seeking a Branch Assistant to work in our Ottawa IAS office.
The primary role of Receptionist/Branch Assistant is to provide operational and administrative support to the office. The individual 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.
What is the position responsible for?
- Greet and assist visiting clients and guests;
- Cover reception and respond to general inquiries, both in person and on the phone;
- Handle and correctly escalate urgent incoming client calls;
- Receive and process all cheques/banking;
- Sort and deliver mail, status slips, monthly statements and assist with mail-outs for brokers;
- Accept, distribute and arrange all courier pick-up and deliveries;
- Photocopy, mail and email information;
- Organize catering for meetings, special events and luncheons; organize and book boardroom meetings;
- Set up prior to and clean up after boardroom presentations and individual client/advisor meetings;;
- Maintain cleanliness of common areas and office supplies & equipment;
- Act as backup support to Financial Advisor Assistants in the verification of daily activity in accounts, review of previous day’s transactions (trades, debits, transfers, errors) and account openings;
- Foster and support client relationships by liaising with Investment Advisor Assistants, responding to their requests, and proactive problem solving;
- Participate in preparing and reviewing daily reports, client correspondence, and taking ownership of project work;
- Coordinate with branch marketing initiatives including client appreciation events, mailings, website development/maintenance and social media; and
- Support the Branch Administrator & Branch Manager with general office administration.
What can you expect from us?
Our most important investment is in people, Raymond James Ltd offers flexible workstyles, a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more! We also support internal promotion and community involvement.
Vacancy posted 2 days ago
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