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.

Administrative Assistant

How does the role impact the organization?

Raymond James (RJL) is Canada’s leading full-service independent investment dealer. Insurance and annuity products as well as Estate Planning services are provided through Raymond James Financial Planning (RJFP), a wholly owned subsidiary of RJL.

Raymond James Financial Planning is looking for an Administrative Assistant to work in our Edmonton office as part of our insurance team.

You will support the Insurance Planning Specialist and the Insurance Associates. You will handle administration, communication, scheduling, and client service tasks in a busy environment.

What will your role be responsible for?

• Manage schedules and coordinate meetings and appointments.
• Serve as the team lead for all CRM functions.
• Handle emails and correspondence for the lead advisor including inbox management.
• Coordinate conference calls and video meetings.
• Manage expense reports and reconcile credit card statements.
• Draft documents and presentations.
• Manage client electronic files and complete data entry.
• Support the Insurance Team with calendars, events, and meeting logistics.
• Provide status updates to the Insurance Team, financial advisors, and clients.
• Maintain relationships with financial advisors and clients and respond to information requests.
• Support LinkedIn, website updates, and social media activity.
• Complete other administrative tasks as assigned.

What can you expect from us?

Our most important investment is in people. Upon eligibility, 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.

What do we expect from you?

To qualify for this opportunity you possess:

• Minimum two years of administrative experience.
• Experience in financial services or administration.
• Strong communication skills in writing and speaking.
• High attention to detail and strong organization skills.
• Ability to manage multiple tasks and shift priorities.
• Proficiency with Outlook, Excel, Word, and PowerPoint.
• Knowledge of Copilot and Copilot Assistant is an asset.
• Ability to work independently and take initiative.
• Comfortable working in a fast paced environment.

Education

• High School Diploma or equivalent with three years of experience in financial services or customer service or

• Post secondary education in business or administration.

Working Arrangement

• Flexible schedule from twenty four hours per week to full time.

We encourage our associates at all levels to:

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

Please include a cover letter in your application including an interesting fact about yourself in your cover letter.

Salary Range: $45,000-65,000 annually, in addition to competitive performance bonuses/incentives.

Actual compensation will be determined based on skills, experience, internal equity, and other job requirements.

This posting is for an existing vacancy.

At Raymond James – we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.

We may use automated or AI-enabled tools to support parts of our recruitment and screening process, including screening, assessing or selecting applicants where applicable. These tools help us review applications efficiently, but they do not replace human decision-making.