Reception/Administrative Assistant Job at Raymond James Financial
Reception/Administrative Assistant
- 2204379
We are a Financial Planning Boutique providing a variety of services to high net worth clients. Our working environment offers a close knit, small office with a motivated, energetic team.
Type: Permanent; Full Time
Hours: Monday-Thursday 8:30-5pm
Friday 8:30 – 3pm
Compensation Package:
- $50,000
- Full benefits
- 3 weeks vacation for the first 1 year, increasing to 4 weeks
- 6 month probationary period
Job responsibilities:
- Processing trades for clients
- Entering data for new accounts; creating account application forms
- Managing sensitive correspondence & documents
- Printing & mailing quarterly statements & packages
- Processing bank deposits
- Managing client information on client database Goldmine
- Liaising with clients on the phone and in person
- Calling fund companies & insurance companies for information on client accounts
- Coordinating information required for client meetings
- Helping to organize occasional client functions
- Back up coverage for main Administrator
Requirements:
- Intermediate MS Word & Excel skills
- High attention to detail and accuracy
- Confident, high energy & outgoing personality
- Punctual & reliable
- Team oriented
- Quick learner
- Mature
- Motivated
- Experience using Goldmine or Dataphile an asset
Education:
High School completion minimum
College certificate preferred
Canadian Securities Course an asset
Experience:
Previous customer service experience
Financial Industry experience an asset
Job Wealth management
Primary Location CA-AB-Calgary-Calgary
Organization PCG IFS
Schedule Full-time
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