Top Benefits
About the role
- 2500395
Executive Wealth Advisors of Raymond James is hiring a full-time (40 hours) experienced office Receptionist. Raymond James Ltd. is one of Canada’s leading full-service independent investment dealers offering high-quality investment products and services to Canadians seeking customized solutions to their wealth management needs.
You will assist the Branch Administrator in managing the office. You will provide comprehensive support to the branch team, and clients. This is an hourly full time position with the possibility of advancement opportunity, with competency and securities licensing exams.
Specifically, you will:
- Greet clients, answer phone, route callers, take messages, and respond to general inquiries, both in person and on the phone;
- Set up meetings with clients and industry representatives;
- Maintain stationery and supply levels;
- Open and distribute all mail;
- Manage additional monthly and quarterly administrative tasks;
- Perform project-based work for office team;
- Assist in developing and implementing work process documentation;
- Prepare monthly client cards to be mailed;
- Occasionally go to the bank to make deposits;
- Assist in maintaining contact database;
- Prepare boardroom for meetings;
- Water front planters in the summer;
- Perform light housekeeping duties;
- Put out the recycling, garbage and recycling weekly;
- Decorate the office for seasonal changes.
To qualify for this opportunity, you possess:
- Exceptional client service skills;
- Neat and organized demeanor;
- Able to manage several responsibilities at once;
- Proficiency with MS Word, Excel, and Outlook;
- Excellent communication skills.
In addition, you:
- Are able to manage multiple tasks and changing priorities;
- Are a self-starter and possess good problem-solving skills;
- Have excellent time management skills;
- Are willing to work in a dynamic ‘team’ environment;
- Able to navigate a variety of personalities;
- This position is open to advancement, with Canadian Securities licensing.
If you are interested in joining our team, please submit your cover letter and resume and cover letter, quoting the position to:
Jackie Ramler
Raymond James Ltd.
186 Bayfield Street
705.721.5919
jackie.ramler@raymondjames.ca
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.
Job Wealth management
Primary Location CA-ON-Barrie-Barrie
Organization PCG IFS
Schedule Full-time
About Raymond James
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF).
Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023).
Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
Top Benefits
About the role
- 2500395
Executive Wealth Advisors of Raymond James is hiring a full-time (40 hours) experienced office Receptionist. Raymond James Ltd. is one of Canada’s leading full-service independent investment dealers offering high-quality investment products and services to Canadians seeking customized solutions to their wealth management needs.
You will assist the Branch Administrator in managing the office. You will provide comprehensive support to the branch team, and clients. This is an hourly full time position with the possibility of advancement opportunity, with competency and securities licensing exams.
Specifically, you will:
- Greet clients, answer phone, route callers, take messages, and respond to general inquiries, both in person and on the phone;
- Set up meetings with clients and industry representatives;
- Maintain stationery and supply levels;
- Open and distribute all mail;
- Manage additional monthly and quarterly administrative tasks;
- Perform project-based work for office team;
- Assist in developing and implementing work process documentation;
- Prepare monthly client cards to be mailed;
- Occasionally go to the bank to make deposits;
- Assist in maintaining contact database;
- Prepare boardroom for meetings;
- Water front planters in the summer;
- Perform light housekeeping duties;
- Put out the recycling, garbage and recycling weekly;
- Decorate the office for seasonal changes.
To qualify for this opportunity, you possess:
- Exceptional client service skills;
- Neat and organized demeanor;
- Able to manage several responsibilities at once;
- Proficiency with MS Word, Excel, and Outlook;
- Excellent communication skills.
In addition, you:
- Are able to manage multiple tasks and changing priorities;
- Are a self-starter and possess good problem-solving skills;
- Have excellent time management skills;
- Are willing to work in a dynamic ‘team’ environment;
- Able to navigate a variety of personalities;
- This position is open to advancement, with Canadian Securities licensing.
If you are interested in joining our team, please submit your cover letter and resume and cover letter, quoting the position to:
Jackie Ramler
Raymond James Ltd.
186 Bayfield Street
705.721.5919
jackie.ramler@raymondjames.ca
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.
Job Wealth management
Primary Location CA-ON-Barrie-Barrie
Organization PCG IFS
Schedule Full-time
About Raymond James
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF).
Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023).
Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.