Branch Assistant/Receptionist
Top Benefits
About the role
At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together .
Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.
Branch Assistant/Receptionist How does the role impact the organization? As a member of the team, reporting to the Branch Administrator, you will provide ongoing administrative support to the branch, and its clients.
What will your role be responsible for?
- Answer all incoming calls on the main switchboard;
- Greet and assist visiting clients and guests;
- Handle and correctly escalate urgent incoming client calls;
- Distribute and post mail;
- Organize and book boardroom meetings;
- Liaise with local caterers to order breakfast/lunches for presentations;
- Set up prior to and clean up after boardroom presentations;
- Set up prior to and clean up after individual client/advisor meetings;
- Accept, distribute and arrange all courier pick-up and deliveries;
- Maintain cleanliness in the boardrooms and reception area;
- Maintain inventory of stationery supplies and office equipment.
- Keep Kitchen stocked and clean
- Assist with accounts payable
- Provide assistance to other employees on various branch projects as required; and
- Other duties as assigned.
What can you expect from us? Our most important investment is in people. Upon eligibility, Raymond James Ltd offers flexible workstyles, a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more! We also support internal promotion and community involvement.
What do we expect from you? To qualify for this opportunity you possess: Knowledge of
- MS Office including Word, Excel, Outlook, etc.
Skill in
- Verbal, written and interpersonal communication;
- Attention to detail and accuracy;
- Customer service; and
- Organizational and prioritization.
Ability to
- Have a professional demeanor and dependable nature;
- Show flexibility;
- Be self-motivating and ready to assist when needed;
- Be friendly and professional.
Educational/Previous Experience Requirements
- Minimum 2 years of Reception/Administrative Assistant experience.
We encourage our associates at all levels to:
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
Salary Range: $45,000-55,000 annually, in addition to competitive performance bonuses/incentives.
Actual compensation will be determined based on skills, experience, internal equity, and other job requirements.
This posting is for potential future hiring needs and does not represent a current vacancy.
At Raymond James – we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.
We may use automated or AI-enabled tools to support parts of our recruitment and screening process, including screening, assessing or selecting applicants where applicable. These tools help us review applications efficiently, but they do not replace human decision-making.
Job Administrative & Support Services
Primary Location CA-BC-Kelowna-Kelowna
Organization Branch
Schedule Full-time
Status Permanent 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.
Branch Assistant/Receptionist
Top Benefits
About the role
At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together .
Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.
Branch Assistant/Receptionist How does the role impact the organization? As a member of the team, reporting to the Branch Administrator, you will provide ongoing administrative support to the branch, and its clients.
What will your role be responsible for?
- Answer all incoming calls on the main switchboard;
- Greet and assist visiting clients and guests;
- Handle and correctly escalate urgent incoming client calls;
- Distribute and post mail;
- Organize and book boardroom meetings;
- Liaise with local caterers to order breakfast/lunches for presentations;
- Set up prior to and clean up after boardroom presentations;
- Set up prior to and clean up after individual client/advisor meetings;
- Accept, distribute and arrange all courier pick-up and deliveries;
- Maintain cleanliness in the boardrooms and reception area;
- Maintain inventory of stationery supplies and office equipment.
- Keep Kitchen stocked and clean
- Assist with accounts payable
- Provide assistance to other employees on various branch projects as required; and
- Other duties as assigned.
What can you expect from us? Our most important investment is in people. Upon eligibility, Raymond James Ltd offers flexible workstyles, a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more! We also support internal promotion and community involvement.
What do we expect from you? To qualify for this opportunity you possess: Knowledge of
- MS Office including Word, Excel, Outlook, etc.
Skill in
- Verbal, written and interpersonal communication;
- Attention to detail and accuracy;
- Customer service; and
- Organizational and prioritization.
Ability to
- Have a professional demeanor and dependable nature;
- Show flexibility;
- Be self-motivating and ready to assist when needed;
- Be friendly and professional.
Educational/Previous Experience Requirements
- Minimum 2 years of Reception/Administrative Assistant experience.
We encourage our associates at all levels to:
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
Salary Range: $45,000-55,000 annually, in addition to competitive performance bonuses/incentives.
Actual compensation will be determined based on skills, experience, internal equity, and other job requirements.
This posting is for potential future hiring needs and does not represent a current vacancy.
At Raymond James – we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.
We may use automated or AI-enabled tools to support parts of our recruitment and screening process, including screening, assessing or selecting applicants where applicable. These tools help us review applications efficiently, but they do not replace human decision-making.
Job Administrative & Support Services
Primary Location CA-BC-Kelowna-Kelowna
Organization Branch
Schedule Full-time
Status Permanent 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.