Branch Assistant
Raymond James Ltd. • ottawa, Canada
Role Description
At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.
Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.
Branch Assistant
How does the role impact the organization?
Raymond James Ltd. is seeking a Branch Assistant to work in our Ottawa IAS office.
What is the position responsible for?
- Greet and assist visiting clients and guests.
- Cover reception and respond to general inquiries, both in person and on the phone.
- Handle and correctly escalate urgent incoming client calls.
- Receive and process all cheques/banking.
- Sort and deliver mail, status slips, monthly statements and assist with mail-outs for brokers.
- Accept, distribute and arrange all courier pick-up and deliveries.
- Photoc...