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Licensed Assistant
Licensed AssistantRaymond James Ltd. • Barrie, ON, CA
Licensed Assistant

Licensed Assistant

Raymond James Ltd. • Barrie, ON, CA
Il y a plus de 30 jours
Type de contrat
  • Temps plein
  • Permanent
Description de poste

Licensed Assistant – Raymond James Ltd.

Raymond James Ltd. is seeking an experienced Licensed Assistant to work in our Barrie office. The role is a permanent full-time position with a competitive compensation and benefits package.

Location : Barrie, Ontario, Canada.

Schedule : Full-time

Status : Permanent Full-Time

Mandatory Licensing Requirements

  • Industry CSC licensing is mandatory.
  • Three years experience as an IR in the industry.

Administration & Marketing Duties

  • Execute the administrative processes and systems.
  • Monitor client accounts and maintain client files.
  • Scan all client documentation to central server files.
  • Welcome clients into the office and handle requests.
  • Follow through with Master Calendar that outlines actions each month / year.
  • Support the pre-trade process for all PM trades.
  • Assist in planning, organizing and executing client and charitable events periodically throughout the year.
  • Review marketing processes – social media, ads, client cards and milestone recognition.
  • Gain overview of US domiciled account systems and processes.
  • Act as an integral part of the administrative team and its support of the business.

    • Periodic Safety and Light Office Duties

  • Assist with clearing walkways and spreading salt during winter for safety.
  • Pre-walkthrough of office area before client meetings to ensure cleanliness and high standards.
  • Perform minor troubleshooting and software updates on office computers, fax, and copier.
  • Encourage ownership of office systems and safety by everyone.

    • Additional Responsibilities After Orientation

  • Prepare client reports and files ahead of Advisor client meetings.
  • Manage account cash holdings to ensure they are always invested at top rates.
  • Follow up on GIC maturities and coordinate with clients to match cash investments to time frames and objectives.
  • Collaborate with team to identify areas for specialized support across aspects of the business.
  • Prepare follow-up notes for team actions to ensure completion before filing folders.
  • Support quarterly review report preparation with team.

    • Qualifications

  • Securities license in good standing.
  • Minimum 3 years’ experience as an IR within the Financial Services industry.
  • Ability to provide constructive suggestions to improve client experience.
  • Great organizational skills and reliability to meet deadlines.
  • Capability to organize recurring yearly tasks.
  • Excellent verbal and written communication skills.
  • Ability to follow and execute well-laid business processes.
  • Team player, professional and friendly manner.
  • Positive attitude and strong work ethic.
  • Exceptional problem-solving skills.
  • Ability to prioritize and multitask.
  • Openness and willingness to learn new systems.
  • Ability to work well independently.
  • Meticulous attention to detail.
  • Proficiency with MS Office (Word, Excel, PowerPoint).
  • Familiarity with CRM software tools.

    • Advantageous Designations and Additional Licensing

  • CIM or CFA designation.
  • CFP designation.
  • Life Insurance license.
  • US securities licensing – Series 7 or Series 65 (if PM qualified).
  • TEP designation.

    • Support is provided to cover some costs of relevant applicable advanced financial designations, as well as ongoing focused professional career development, if you are a successful candidate.

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