Office Assistant

Position Overview

You will be part of a dedicated, professional financial advisory team who focuses on building life‑long relationships with clients and making a meaningful difference in the lives of others. You will provide assistance and oversight in the specific areas of Office & IT Management, Client Experience, Branding and Marketing.

• Work Days:
  Monday through Friday
• Work Hours:
  
  9:00 am – 2:30 pm
• Work Location:
  
  In Office
• Hourly wage: $30 to start

• Proactively oversee all aspects of general office administration, including filing, tracking and ordering supplies, maintaining printer and other office equipment.
• Warmly greet visitors (clients, vendors, strategic partners) when they arrive at the office.
• Coordinate, organize, and keep up to date hardcopy and digital filing.
• Manage, track & order office supplies as needed.
• Assist and coordinate hardware & software upgrades or additions, including team training.
• Assist team members with basic IT support and liaise with vendors to resolve technical issues as required.

• Manage client service requests including EFTs, electronic deposits and withdrawals, account transfers, account updates.
• Administer account openings, transfers, and updates.
• Prepare reports for client meetings.
• Respond promptly to client service requests and resolve issues efficiently.
• Escalate problems/client service issues and bring to the attention of other team members as required.

• Coordinate various aspects of client appreciation events, educational workshops & other events.
• Assist with social media posts and website revisions.
• Ensure branding and marketing compliance in collaboration with Raymond James.
• Work with the marketing team on campaigns and initiatives.

• 3+ years of office management or executive assistant experience.
• Experience in the financial services industry an asset.
• Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint).
• Meticulous attention to detail and accuracy.
• Strong organizational, multi-tasking, and prioritization skills.
• Well‑developed problem‑solving abilities to identify issues, generate solutions, and troubleshoot effectively.
• Solid work ethic with a reliable, personable, and professional demeanor.
• Excellent oral, written, and interpersonal communication skills.
• Ability to thrive in a dynamic, fast‑paced environment.
• Caring attitude with genuine compassion and dedication to client service.

Interested candidates are invited to forward their cover letter and resume to .