ADMINISTRATIVE ASSISTANT (Full-Time), Abbotsford British Columbia

Administrative Assistant (Full-Time)– 2600389 Cindy Boury Private Wealth Management of Raymond James Ltd. is seeking a full‑time Administrative Assistant to work in our Garden Court branch office in Abbotsford BC.

The primary role of the Administrative Assistant is to support a team of financial advisors. Responsibilities include client service, preparing for meetings, processing paperwork and servicing client requests. This position supports a collaborative work environment and personal career growth.

Hours: 8:30 AM– 4:30 PM, Monday to Friday. Position available immediately.

Responsibilities

Support clients’ general day‑to‑day administrative duties in a timely and confidential manner.

Assist and support the team with paperwork and reporting, manage head office correspondence, and facilitate the account opening process for new clients.

Answer client phone calls and respond to general inquiries on the phone or in person.

Maintain Financial Advisor files, update accounts and other general office duties.

Process and follow‑up on security transactions and transfers.

Support client relationships by liaising with clients, responding to requests and proactively solving problems.

Ensure all paperwork is completed correctly and in adherence to regulatory requirements.

Perform project‑based work and a variety of routine office duties as required.

Other duties as assigned.

Qualifications

Excellent verbal and written communication skills.

Proficiency with Microsoft Office (Excel, Word, PowerPoint&Outlook), and CRM experience is an asset.

Meticulous attention to detail.

Ability to work within tight deadlines.

Ability to work both independently and in a team environment and demonstrate a professional manner.

Outstanding customer service skills.

Ability to handle confidential information.

Strong organizational and problem‑solving skills.

Ability to manage your own time and be a self‑starter on given tasks.

Dependable, responsible nature.

Desired Skills (but not required)

Experience in the financial investment industry.

Previous experience in a Financial Administrative position.

Experience with the Dataphile program and/or CRM software.

This is a permanent full‑time position. Compensation will be discussed based on experience and qualifications.

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