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Raymond James

Administrative Assistant

Coquitlam, BC, Canada

Salary Range: $40,000 - $50,000 based on Education, Work Experience, etc. · Full-time

Within 25 km of Burnaby · About 16.1 km from the city centre

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Job details

Pay: Salary Range: $40,000 - $50,000 based on Education, Work Experience, etc.
Job type: Full-time
Experience: 2+ years of previous experience in a similar role.
Posted: Nov 10, 2026

Original job description

At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.

Raymond James Independent Financial Services is seeking an Administrative Assistant to work in our Coquitlam Office. Raymond James Ltd. is one of Canada’s leading independent investment dealers, offering high-quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

The ideal candidate will have at least 2 years of previous experience, ideally in a financial services firm, as well as excellent communication skills, attention to detail, and the ability to handle multiple tasks and prioritize effectively. The candidate should also be comfortable working in a fast-paced, dynamic environment and be able to adapt to changing needs and priorities. The successful candidate will provide administrative support to the Wealth Manager, while also playing a key role in business development.

Responsibilities:

Perform administrative tasks as needed, including drafting documents, assisting with account openings, and supporting ongoing projects.
Handle emails and correspondence, including drafting and responding to communications on behalf of the lead advisor as needed.
Manage schedules, including coordinating meetings and appointments.
Assist clients with Online Access setup, troubleshooting, and general support.
Conduct regular client check-ins and follow up on outstanding items to maintain ongoing communication and address service needs.
Support business relationships, including coordinating client tax packages, arranging meetings and events, and assisting with appreciation and relationship building initiatives.

Requirements:

2+ years of previous experience in a similar role.
Post-secondary education in a business-related field, completed or in final semester, is required.
Excellent communication skills, both written and verbal.
Strong attention to detail and ability to multitask.
Proficiency in Microsoft Office (Word, Excel, Outlook).
Ability to work independently and take initiative.
Strong problem-solving skills and willingness to learn.
Comfortable working in a fast-paced, dynamic environment.

Salary Range: $40,000 - $50,000 based on Education, Work Experience, etc.

If you are interested in joining our team, please submit your cover letter and resume by 12/31/2026 to:

Contact Name: Adam Fleming
Email: Adam.Fleming@RaymondJames.ca

We require applicants to complete a background verification process prior to commencing employment with the company, including but not limited to a credit and criminal record check.

We thank all candidates for their interest and advise that only those under consideration will be contacted.

Raymond James Ltd. recognizes the value of a diverse workforce and appreciates the unique skills and special contribution of each employee. We are committed to accessibility for candidates through all stages of the recruitment process. Should you require accommodation, please contact us using the above details and we will be happy to help.

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More about this job

Responsibilities

Provide administrative support to the Wealth Manager by preparing documents, assisting with account openings and projects, managing correspondence, and coordinating schedules. Support client service and business development through online access assistance, regular follow-ups, tax package coordination, meetings, events, and relationship-building initiatives.

Requirements

Requires at least two years of experience in a similar role and completed or final-semester post-secondary education in a business-related field. Candidates should have strong communication and organizational skills, Microsoft Office proficiency, initiative, problem-solving ability, and comfort working in a fast-paced environment.

Skills

Written Communication
Verbal Communication
Attention To Detail
Multitasking
Prioritization
Microsoft Word
Microsoft Excel
Microsoft Outlook
Independent Work
Initiative
Problem-Solving
Adaptability
Client Support
Scheduling
Business Development

Visa sponsorship

Not detected in the job text

Hiring contact

Adam Fleming

Hiring contact email

Adam.Fleming@RaymondJames.ca

Keywords

Administrative Support
Wealth Management
Financial Services
Business Development
Account Openings
Document Drafting
Email Correspondence
Schedule Management
Meeting Coordination
Appointment Coordination
Online Access Setup
Technical Troubleshooting
Client Check-Ins
Client Follow-Up
Tax Packages
Client Events
Relationship Building
Microsoft Office
Microsoft Word
Microsoft Excel
Microsoft Outlook
Background Verification
Credit Check
Criminal Record Check

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