Top 3 Raymond james Jobs in Ontario, Ca

Administrative Assistant (Financial Services)
Raymond James —Upland, CA
- From $20 an hour
- Full-time
- Customer service
- Word processing
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Client Service Associate
Raymond James Financial, Inc. —Brea, CA
- $60,000 - $85,000 a year
- Full-time
- Research
- Office
- Math
- Profit sharing
- Paid holidays
Associate Wealth Advisor
Raymond James Financial, Inc. —Brea, CA
- $70,304 - $110,000 a year
- Full-time
- Research
- Mid-level
- Office
- Profit sharing
- Paid holidays

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Administrative Assistant (Financial Services)

Raymond James -
Upland, CA

Quick Apply

Job Details

Full-time
From $20 an hour

Benefits

Paid holidays
Health insurance
Dental insurance
Paid time off
Vision insurance

Qualifications

Phone communication
Customer service
Word processing
Assistance experience within finance industry
Executive administrative support
Microsoft Office
Administrative experience
Math
Project management
Attention to detail
Organizational skills
Managing projects
Financial services
Clerical experience
Productivity software
Technical Proficiency

Full Job Description

Financial Services Administrative Assistant

We are seeking a personable and detail-oriented Administrative Assistant to provide a wide variety of clerical and staff support services to management under limited supervision. With Raymond James, you will follow established procedures to perform standard tasks and resolve most questions and problems. You will also maintain routine contact with internal and external customers to obtain, clarify or provide facts and information as you project a professional image.

Additional tasks include:

Providing office support including answering telephones, assisting visitors and resolving and/or referring problems or inquiries
Scheduling and coordinating meetings, events, interviews and appointments
Preparing reports by performing basic information gathering and analysis as directed
Establishing, maintaining and updating files, databases, records and/or other documents

Job Responsibilities
With Raymond James, you will coordinate and perform a range of staff and operational support activities. You will also serve as a liaison with other functional areas, external customers and vendors to help resolve routine administrative and operational problems.
Additional responsibilities of the Administrative Assistant include:

Transcribing and preparing correspondence, agendas and documents
Staying up-to-date with modern office management methods and techniques
Operating standard office equipment and using required software applications
Sorting, screening and distributing mail
Performing other duties and responsibilities as assigned

Job Requirements
You must possess a professional and service-oriented demeanor with pleasant and business-appropriate phone manners. Our ideal Administrative Assistant works ethically and with integrity, maintains client and firm confidentiality and upholds a professional image with external and internal business contacts. You must have excellent verbal communication and organizational skills to prioritize and complete work efficiently. You must also have effective problem-solving skills to resolve routine client questions.

Additional requirements for the Administrative Assistant include:

Minimum 3 years administrative experience

Minimum 3 years technical operations experience in a financial services environment, including some project management experience
Proficiency with Microsoft Office Suite to produce professional documents
Mathematical abilities to gather data involved in preparing reports
Ability to work on multiple projects simultaneously and follow instructions and adhere to deadlines
Ability to closely monitor details and ensure that reports, correspondence and databases are accurate

Benefits
At Raymond James, we understand that our employees work hard, so we offer an outstanding benefit program to help you achieve a successful work-life balance. Our continued success depends on a diverse array of professionals working together toward common goals while striving for independence, innovation, intelligence and integrity. It’s a rewarding foundation where unique individuals are given the tools to excel through their own hard work and determination. We foster a friendly work environment where all associates are on a first-name basis with one another and enjoy company events together. Senior management is uniquely accessible, and you'll benefit from a supportive family atmosphere where time and resources are dedicated to your personal growth.

We offer paid vacation, sick days, and holiday paid time off.

Job Type: Full-time

Pay: From $20.00 per hour

Benefits:

Dental insurance
Health insurance
Paid time off
Vision insurance

Experience:

Customer Service: 3 years (Preferred)

Work Location: In person

Quick Apply

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raymond james jobs in ontario, ca

Administrative Assistant (Financial Services)

Client Service Associate

Associate Wealth Advisor

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