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Administrative Assistant

@ Raymond James Ltd.

Coquitlam, Colombie-Britannique

Temps plein
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SIGNAUX

Résumé des exigences :

  • The ideal candidate will have at least 2 years of previous experience, ideally in a financial services firm, as well as excellent communication skills, attention to detail, and the ability…
  • • 2+ years of previous experience in a similar role.
  • • Post-secondary education in a business-related field, completed or in final semester, is required.
  • • Excellent communication skills, both written and verbal.
  • • Strong attention to detail and ability to multitask.
  • • Proficiency in Microsoft Office (Word, Excel, Outlook).
Source et dates

Site carrière / système de candidatures · taleo

Date publiée par l’employeur
Non fourni
Première détection par notre source
2026-11-10
Mise à jour du dossier source
2026-11-10

Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.

Raymond James Ltd.

Profil d’entreprise sauvegardé

Renseignements historiques provenant d’un profil The Jobs API sauvegardé (champs LinkedIn/Crunchbase). Ils ne sont pas vérifiés en temps réel; les chiffres peuvent avoir changé. Les valeurs manquantes restent inconnues.

Power of Personal

Description complète de l’entreprise

Raymond James Ltd. is the Canadian subsidiary of Raymond James Financial, Inc., one of North America’s leading independent financial services firms. Established in 1962, our parent firm became publicly traded in 1983 and is listed on the New York Stock Exchange under the ticker symbol RJF. Operating in Canada since 2001, Raymond James Ltd.’s roots extend back more than 170 years through predecessor firms that helped shape Canada’s financial landscape. In 2016, the combination of Raymond James Ltd. and 3Macs (MacDougall, MacDougall & MacTier Inc.), founded in 1849, further strengthened our private client business and helped establish Raymond James as Canada’s largest independent investment dealer. Today, we are a proudly Canadian firm providing personalized wealth solutions to individuals, families and institutions nationwide. Our client‑first philosophy is guided by four core values: putting clients first, acting with integrity, thinking long‑term and valuing independence. Our vision—to be a firm as unique as the people we serve—shapes our culture, our partnerships and how we support advisors and associates. We believe diverse perspectives, meaningful relationships and a culture of independence drive better outcomes for clients and communities alike. Raymond James Ltd. is a member of the Canadian Investor Protection Fund (CIPF).

Abonnés LinkedIn
60 004
Personnes associées sur LinkedIn
1 518
Bureaux déclarés
  • 40 King Street west. P.O. Box 415, Toronto, ON M5H 3Y2, CA
  • Cathedral Place, Vancouver, BC V6C 3L2, CA
Catégories d’activité
  • Wealth Management
  • Finance
  • Financial Services
Autres noms enregistrés
  • Raymond James
  • Raymond James Ltd.
Spécialités
  • Investments
  • Estate Planning
  • Financial Planning for individual and institutional clients and corporate issuers.
  • trusts
  • and Insurance
Le profil indique une agence de recrutement
Non
Investissement total déclaré
0

La devise et la date d’observation ne sont pas fournies; ce n’est ni une valorisation actuelle ni une ronde de financement.

Raymond James Ltd. is the Canadian subsidiary of Raymond James Financial, Inc., one of North America’s leading independent financial services firms. Established in 1962, our parent firm became publicly traded in 1983 and is listed on the New York Stock Exchange under the ticker symbol RJF. Operating in Canada since 2001, Raymond James Ltd.’s roots extend back more than 170 years through predecessor firms that…

ChampValeur
SecteurFinancial Services
Taille5,001-10,000 employees
Siège socialToronto, ON
Type d’organisationPublic Company
Fondée en2001
SpécialitésInvestmentsEstate PlanningFinancial Planning for individual and institutional clients and corporate issuers.trustsand Insurance
Offres sur Jobsy82
LinkedInVoir la page
Description

At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.

Raymond James Independent Financial Services is seeking an Administrative Assistant to work in our Coquitlam Office. Raymond James Ltd. is one of Canada’s leading independent investment dealers, offering high-quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

The ideal candidate will have at least 2 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. The successful candidate will provide administrative support to the Wealth Manager, while also playing a key role in business development.

Responsibilities:
• Perform administrative tasks as needed, including drafting documents, assisting with account openings, and supporting ongoing projects.
• Handle emails and correspondence, including drafting and responding to communications on behalf of the lead advisor as needed.
• Manage schedules, including coordinating meetings and appointments.
• Assist clients with Online Access setup, troubleshooting, and general support.
• Conduct regular client check-ins and follow up on outstanding items to maintain ongoing communication and address service needs.
• Support business relationships, including coordinating client tax packages, arranging meetings and events, and assisting with appreciation and relationship building initiatives.

Requirements:
• 2+ years of previous experience in a similar role.
• Post-secondary education in a business-related field, completed or in final semester, is required.
• Excellent communication skills, both written and verbal.
• Strong attention to detail and ability to multitask.
• Proficiency in Microsoft Office (Word, Excel, Outlook).
• Ability to work independently and take initiative.
• Strong problem-solving skills and willingness to learn.
• Comfortable working in a fast-paced, dynamic environment.

Salary Range: $40,000 - $50,000 based on Education, Work Experience, etc.

If you are interested in joining our team, please submit your cover letter and resume by 12/31/2026 to:

Contact Name: Adam Fleming
Email: [email protected]

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.

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