Sales Assistant

Raymond James Ltd. - Toronto, ON (24 days ago)

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Raymond James Ltd. is seeking a Sales Assistant to work in our Toronto office.

Raymond James Ltd. is Canada’s leading independent investment dealer offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

The primary role of the Sales Assistant is to support a team of financial advisors and the Branch Manager (BM) to ensure the Raymond James office is managed efficiently and effectively. The assistant is responsible for entering client trades as requested by the Financial Advisors, servicing client requests, processing trade instructions by phone, and ensuring client paperwork is up to date and accurate. The candidate must love to interact with clients. This is a great work environment, which supports personal career growth and team support.

Specifically you will:

  • Foster and support client relationships by liaising with clients, responding to requests and proactively problem solving;
  • Support clients’ general day-to-day administrative and trade requests in a timely and confidential manner;
  • Assist and support the team with paperwork, manage head office correspondence, and facilitate the account opening process for new clients;
  • Ensure all paperwork is completed correctly and in adherence to regulatory requirements;
  • Support the Financial Advisors in growth of the overall business;
  • Enter trades for portfolio manager as requested;
  • Be willing to grow and take courses as required for regulatory purposes; and
  • Other duties as assigned.

To qualify for this opportunity you possess:

  • Successful completion of the Canadian Securities Course and Conducts Practices Handbook course;
  • Minimum two years of industry related experience;
  • Post-secondary education;
  • Excellent proficiency with Microsoft Office particularly Word, Excel, PowerPoint and Outlook;
  • Excellent verbal and written communication skills with a high level of professionalism;
  • Strong organizational skills and meticulous attention to detail;
  • Ability to prioritize, multitask, and work within time constraints; and
  • Ability to work in a team environment and demonstrate a professional and friendly manner.

This is a permanent full-time position with a competitive compensation and benefits package.

If you would like to join our team, please send a resume and covering letter, quoting the position and Job Posting # 19-163 by November 1, 2019.

To be considered for employment candidates will be required to provide proof of citizenship, permanent residency or eligibility to work in Canada with no restrictions. 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 on the satisfactory completion of a pre-employment background check.

We sincerely thank all applicants who express an interest in this role: only those being directly considered will be contacted.

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 Human Resources.

Job Type: Full-time