Branch Assistant

Role Overview

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.

Qualifications

• Knowledge of Fundamental investment concepts, practices, and procedures used in the securities industry.
• Microsoft Office with a willingness and ability to learn new applications.
• Skills in time management with the ability to prioritize, multitask, and work within time constraints.
• Ability to work within deadlines in a high-volume and demanding environment while maintaining a high level of service and an imperative attention to detail.
• Demonstrate advanced face-to-face, email, videoconferencing, and telephone etiquette and relationship management skills.
• Assist others with flexibility and willingness as required.
• Work independently as well as collaboratively within a team environment.
• Maintain a professional manner to establish and maintain effective working relationships at all levels of the organization.
• Exercise tact and discretion in the handling of confidential information.
• A minimum of 2 years' experience in the Investment Brokerage or Financial Services Industry.

What can you expect from us?

• Flexible workstyles.
• Competitive compensation and benefits package including Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and more.
• Support for internal promotion and community involvement.

Salary Range

• $50,000.00 - $55,000.00 annually, in addition to competitive performance bonuses/incentives.
• Actual compensation will be determined based on skills, experience, internal equity, and other job requirements.

Employment Details

• Job: Administrative & Support Services.
• Primary Location: CA-ON-Ottawa-Ottawa.
• Schedule: Full-time.
• Status: Permanent Full-Time.

Additional Information

• This posting is for an existing vacancy.
• Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
• Accommodation requests can be made by contacting [email protected].
• Automated or AI-enabled tools may be used to support parts of the recruitment and screening process.