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.

What do you need to succeed?

Must-have

•Completion of the Canadian Securities Course (CSC)
•Completion of the Conduct & Practices Handbook (CPH)
•Excellent communication skills, both written and verbal
•High level of time management, organizational skills, and attention to detail
•Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients.
•Strong skills in working with various business applications/technology such as Microsoft Office (Outlook, Excel, Word)

Nice-to-have

•Knowledge of Raymond James Ltd. systems and procedures
•Experience in the securities industry is an asset.

What’s in it for you?

•Base salary of $50,000 to $60,000 based on previous work experience and education plus competitive performance bonuses/incentives.
•Flexible benefits program offering health, dental, life/disability insurance and RRSP matching.

If you are interested in joining our team, please submit your resume and cover letter, quoting the position by 02/28/2025 to:

•IFS Job Postings | IFSJobPostings@RaymondJames.ca
•Address: 210-418 Iroquois Shore Rd. Oakville, ON L6H 0X7

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. We thank all candidates for their interest and advise that only those under consideration 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.