Assistant

At Raymond James, we develop, collaborate, decide, deliver, and improve together. Raymond James Ltd. is one of Canada's leading independent investment dealers, offering high-quality investment products and services to Canadians seeking customized wealth management solutions.

Cochrane Wealth Management of Raymond James Ltd. is seeking a top-quality Assistant who can provide outstanding team support through expertise, hard work, and dedication. This is a supportive, driven, and high-performing team that offers career growth opportunities and a competitive compensation package, including salary, override, and bonus potential.

Drawing on previous experience in financial services, a law firm, or a similar executive assistant role, the successful candidate will be a strong team player with meticulous attention to detail, a positive attitude, and exceptional interpersonal skills. They must also be responsible, confident, and self-motivated.

What is the position responsible for?

• Administering the client onboarding process, including gathering information and processing documentation.
• Managing and maintaining client information and communicating with clients to update records as necessary.
• Preparing professional correspondence, reports, documents, and files.
• Responding to requests for information in a timely manner.
• Supporting clients with general day-to-day service requests.
• Communicating internally with various operational and administrative departments.
• Maintaining the Customer Relationship Management (CRM) system.
• Managing our WOW client service program.
• Managing calendars and scheduling activities.
• Email triage and prioritization.
• Meeting preparation and coordination.
• Following up with clients and wholesalers.
• Tracking and monitoring paperwork.
• Performing CRM quality control.
• Assisting with staff coordination.

What can you expect from us?

Our most important investment is in people. Upon eligibility, Raymond James Ltd. offers a competitive compensation and benefits package. Our benefits include health coverage, paid time off, volunteer days, discretionary bonuses, tuition reimbursement, and much more. We also support internal career growth and community involvement.

What do we expect from you?

• Meticulous attention to detail.
• Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, and Outlook) and other business-related software.
• Strong organizational and problem-solving skills.
• The ability to learn independently.
• A proactive self-starter with a "can-do" attitude and a desire to take ownership of their role.
• The ability to prioritize and manage multiple deadlines and tasks.
• The ability to work effectively in a team environment while maintaining a professional and friendly manner.
• The ability to perform well under pressure and adapt to changing priorities.

Education and Experience

• Minimum of 1 year of administrative experience.
• Post-secondary education.

Licenses and Certifications

• CIRO license, or the ability to become licensed within 6-12 months of hire.

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 decisions 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: Base salary of $45,000-$55,000 annually, plus additional performance-based bonuses and incentives.

Actual compensation will be determined based on skills, experience, internal equity, and other job-related factors.

How to apply?

Cochrane Wealth Management

624 - 2nd Street West

Cochrane, AB

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.

Employment is contingent upon the satisfactory completion of a pre-employment background check.

We sincerely thank all applicants who express an interest in this role; however, only those selected for further consideration will be contacted.

Raymond James Ltd. recognizes the value of a diverse workforce and appreciates the unique skills and contributions of each employee. We are committed to providing accessibility for candidates throughout all stages of the recruitment process. Should you require accommodation, please contact us using the details above, and we will be pleased to assist.

Job

Wealth management

Primary Location

CA-AB-Cochrane

Organization

PCG IFS

Schedule

Full-time