Licensed Sales Assistant (evergreen)

Licensed Sales Assistant position at Raymond James, supporting a team of financial advisors and the Branch Manager in managing office operations, client relationships, and administrative tasks.

Requirements

• Previous experience in administrative processes and procedures, including opening accounts, RRSPs, TFSAs, and corporate accounts
• Knowledge of fundamental investment concepts, practices, and procedures used in the securities industry
• Compliance practices and regulations
• Social media skills, including Facebook, Twitter, LinkedIn, and blog posts
• Personal tax filing
• CRM software and maintaining/improving CRM databases
• Online marketing tools, including Google analytics, website assets, SEO, Facebook, LinkedIn, and Twitter
• Website editing
• Salesforce
• Dataphile

Benefits

• Health Benefits
• RRSP Matching Program
• Employee Stock Purchase Plan
• Paid Time Off
• Volunteer Days
• Discretionary Bonuses
• Tuition Reimbursement