About the role
Raymond James Independent Financial Services is seeking a full-time Senior Office Administrator for one of our independent branches.
Raymond James Ltd. is one of Canada’s leading independent investment dealers offering high quality investment services to Canadians seeking customized solutions to their wealth management needs.
Overview: We are seeking an energetic and driven professional to provide top-tier administrative support. The ideal candidate will have meticulous attention to detail, a positive attitude, and exceptional interpersonal skills. We prioritize delivering elite client experiences.
Key Responsibilities:
- Provide comprehensive administrative support to the Sr. Wealth Advisor.
- Draft, review, and edit correspondence, including letters, invoices, presentations, and reports.
- Manage the Sr. Wealth Advisors’ calendar, including scheduling and confirming appointments, meetings, and conferences.
- Coordinate and book travel arrangements, including preparing travel schedules.
- Maintain office supplies and organize common areas; manage relationships with external suppliers (e.g., building management, cleaners).
- Handle bill payments, bookkeeping, and coordinate employee benefits.
- Liaise with Raymond James Ltd. head office.
- Plan and manage staff events, such as the annual Christmas party and golf tournaments.
- Ensure industry registrations and enrollments remain current.
- Manage marketing materials, including website updates, brochures, and wealth binders.
- Manage Social Media material and postings.
Qualifications:
- Minimum 5 years’ experience in an office environment.
- Ability to work independently and as part of a team while delivering exceptional client service.
- Strong administrative, data management, and project management skills.
- Ability to respond quickly in a dynamic environment and manage multiple priorities.
- Excellent attention to detail, problem-solving skills, and computer proficiency, particularly with Microsoft Office.
- Post-secondary education is an asset but not required.
- CSC/CPH license is an asset but not required.
Personal Attributes:
- Enthusiastic, motivated, and a committed team player.
- Reliable, professional, and personable with strong interpersonal skills.
- Excellent oral and written communication skills.
- Organized with the ability to manage projects effectively.
- Able to thrive in a fast-paced environment and enjoy taking on increased responsibilities.
Application Instructions:
If you are interested in joining our team, please submit your cover letter and resume to:
Doug Pinder
IFS Calgary Raymond James Ltd
1900 11th Street SE, Calgary, AB T2G 3G2
Phone: 403-671-2433
Email: doug.pinder@raymondjames.ca
We appreciate all applicants but will only contact those who align with our requirements.
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-AB-Calgary-Calgary
Organization PCG IFS
Schedule Full-time
About Raymond James Ltd.
Raymond James Ltd., the Canadian subsidiary of Raymond James Financial, Inc., has a rich history dating back to its establishment in 1962. Our parent company, which went public in 1983, is listed on the New York Stock Exchange under the ticker symbol RJF.
In 2000, Raymond James Financial, Inc. acquired Goepel McDermid Inc., subsequently rebranding it as Raymond James Ltd. Our legacy companies have been serving Canadian investors for nearly eight decades.
In 2016, Raymond James Ltd. further expanded its reach by acquiring 3Macs (MacDougall, MacDougall & MacTier Inc.), a distinguished investment firm founded in 1849, predating Canada’s Confederation. This acquisition significantly bolstered our private client business, integrating 72 advisors and over CAD 6 billion in client assets, thereby establishing the combined entity as Canada’s largest independent investment dealer.
Raymond James Ltd. is proud to be a member the Canadian Investor Protection Fund (CIPF).
Our vision – to be a firm as unique as the people we serve – guides us as we work to gain an even deeper understanding of what makes each of us unique and of what unites us. This principle guides our business at every level, including how we attract talented people and support their personal goals and professional development. When we welcome and embrace diverse experiences, perspectives and points of view in the workplace, it leads to more innovation, creativity and collaboration.
About the role
Raymond James Independent Financial Services is seeking a full-time Senior Office Administrator for one of our independent branches.
Raymond James Ltd. is one of Canada’s leading independent investment dealers offering high quality investment services to Canadians seeking customized solutions to their wealth management needs.
Overview: We are seeking an energetic and driven professional to provide top-tier administrative support. The ideal candidate will have meticulous attention to detail, a positive attitude, and exceptional interpersonal skills. We prioritize delivering elite client experiences.
Key Responsibilities:
- Provide comprehensive administrative support to the Sr. Wealth Advisor.
- Draft, review, and edit correspondence, including letters, invoices, presentations, and reports.
- Manage the Sr. Wealth Advisors’ calendar, including scheduling and confirming appointments, meetings, and conferences.
- Coordinate and book travel arrangements, including preparing travel schedules.
- Maintain office supplies and organize common areas; manage relationships with external suppliers (e.g., building management, cleaners).
- Handle bill payments, bookkeeping, and coordinate employee benefits.
- Liaise with Raymond James Ltd. head office.
- Plan and manage staff events, such as the annual Christmas party and golf tournaments.
- Ensure industry registrations and enrollments remain current.
- Manage marketing materials, including website updates, brochures, and wealth binders.
- Manage Social Media material and postings.
Qualifications:
- Minimum 5 years’ experience in an office environment.
- Ability to work independently and as part of a team while delivering exceptional client service.
- Strong administrative, data management, and project management skills.
- Ability to respond quickly in a dynamic environment and manage multiple priorities.
- Excellent attention to detail, problem-solving skills, and computer proficiency, particularly with Microsoft Office.
- Post-secondary education is an asset but not required.
- CSC/CPH license is an asset but not required.
Personal Attributes:
- Enthusiastic, motivated, and a committed team player.
- Reliable, professional, and personable with strong interpersonal skills.
- Excellent oral and written communication skills.
- Organized with the ability to manage projects effectively.
- Able to thrive in a fast-paced environment and enjoy taking on increased responsibilities.
Application Instructions:
If you are interested in joining our team, please submit your cover letter and resume to:
Doug Pinder
IFS Calgary Raymond James Ltd
1900 11th Street SE, Calgary, AB T2G 3G2
Phone: 403-671-2433
Email: doug.pinder@raymondjames.ca
We appreciate all applicants but will only contact those who align with our requirements.
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-AB-Calgary-Calgary
Organization PCG IFS
Schedule Full-time
About Raymond James Ltd.
Raymond James Ltd., the Canadian subsidiary of Raymond James Financial, Inc., has a rich history dating back to its establishment in 1962. Our parent company, which went public in 1983, is listed on the New York Stock Exchange under the ticker symbol RJF.
In 2000, Raymond James Financial, Inc. acquired Goepel McDermid Inc., subsequently rebranding it as Raymond James Ltd. Our legacy companies have been serving Canadian investors for nearly eight decades.
In 2016, Raymond James Ltd. further expanded its reach by acquiring 3Macs (MacDougall, MacDougall & MacTier Inc.), a distinguished investment firm founded in 1849, predating Canada’s Confederation. This acquisition significantly bolstered our private client business, integrating 72 advisors and over CAD 6 billion in client assets, thereby establishing the combined entity as Canada’s largest independent investment dealer.
Raymond James Ltd. is proud to be a member the Canadian Investor Protection Fund (CIPF).
Our vision – to be a firm as unique as the people we serve – guides us as we work to gain an even deeper understanding of what makes each of us unique and of what unites us. This principle guides our business at every level, including how we attract talented people and support their personal goals and professional development. When we welcome and embrace diverse experiences, perspectives and points of view in the workplace, it leads to more innovation, creativity and collaboration.