Top Benefits
About the role
The Branch Administrative Assistant supports the daily operations of our branch by providing exceptional administrative, client service, and operational support. This role ensures the branch runs smoothly, advisors are supported, and clients receive a high‑quality experience. The ideal candidate is organized, proactive, detail‑oriented, and comfortable working in a fast‑paced client‑focused environment.
The candidate is a self-motivated individual with exceptional administrative skills and a dependable nature. The candidate will bring to the role the ability to work within deadlines, both independently and as part of a team, as well as proven effective time management skills and a focus on customer service.
As a key member of the team, your contributions are crucial to the success of the client relationship, with the Financial Advisors, and to the overall success of the Branch. Here is what we are looking for:
- Excellent proficiency with MS Office particularly Word, Excel and Outlook
- Experience with Dataphile, CRM, Docusign and Adobe is preferrable
- Experience in the Investment Industry, with knowledge of RRSP, RRIF, LIF, TFSA
- Meticulous attention to detail
- Excellent verbal and written communication skills
- The desire to contribute to a collaborative working environment, while maintaining a professional, positive manner
- Superior customer service skills
- Self-starter attributes, motivated and hardworking with the ability to prioritize, multitask, work within time constraints and provide necessary follow-up
- Strong organizational skills
- Superior problem-solving skills
- Ability to effectively handle confidential information.
- Holder of the CSC is an asset for this position
Working conditions
- Full time, Monday to Friday, 8:30am to 4:30pm
- Some overtime may be required during busy seasons or to accommodate client needs
- Benefits package
- Support for continuous life-long education and professional development
Job Wealth management
Primary Location CA-ON-ON-Mississauga
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.
Top Benefits
About the role
The Branch Administrative Assistant supports the daily operations of our branch by providing exceptional administrative, client service, and operational support. This role ensures the branch runs smoothly, advisors are supported, and clients receive a high‑quality experience. The ideal candidate is organized, proactive, detail‑oriented, and comfortable working in a fast‑paced client‑focused environment.
The candidate is a self-motivated individual with exceptional administrative skills and a dependable nature. The candidate will bring to the role the ability to work within deadlines, both independently and as part of a team, as well as proven effective time management skills and a focus on customer service.
As a key member of the team, your contributions are crucial to the success of the client relationship, with the Financial Advisors, and to the overall success of the Branch. Here is what we are looking for:
- Excellent proficiency with MS Office particularly Word, Excel and Outlook
- Experience with Dataphile, CRM, Docusign and Adobe is preferrable
- Experience in the Investment Industry, with knowledge of RRSP, RRIF, LIF, TFSA
- Meticulous attention to detail
- Excellent verbal and written communication skills
- The desire to contribute to a collaborative working environment, while maintaining a professional, positive manner
- Superior customer service skills
- Self-starter attributes, motivated and hardworking with the ability to prioritize, multitask, work within time constraints and provide necessary follow-up
- Strong organizational skills
- Superior problem-solving skills
- Ability to effectively handle confidential information.
- Holder of the CSC is an asset for this position
Working conditions
- Full time, Monday to Friday, 8:30am to 4:30pm
- Some overtime may be required during busy seasons or to accommodate client needs
- Benefits package
- Support for continuous life-long education and professional development
Job Wealth management
Primary Location CA-ON-ON-Mississauga
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.