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Added 1 month ago
branch manager - administration
EyeQ Security Services Inc.
Winnipeg, MB
Full-time
Added 5 months ago
branch manager - administration
Iqbal Foods
Toronto, ON · East York, ON
Full-time
Added 19 days ago
Supervisor, Branch Operations - Bilingual
Cornerstone Building Brands
Ottawa, ON
Full-time
The Supervisor, Branch Operations is accountable for the disciplined execution of customer service, branch administration, and operational processes at the branch level. This role serves as…
Added 18 days ago
Supervisor, Branch Operations - Bilingual
Cornerstone Building Brands
Ottawa, ON
Full-time
The Supervisor, Branch Operations is accountable for the disciplined execution of customer service, branch administration, and operational processes at the branch level. This role serves as…
Added 2 months ago
Superviseur des opérations de succursale – bilingue
Cornerstone Building Brands
Montreal, Quebec
Full-time
…rigoureuse des activités liées au service à la clientèle, à l’administration de la succursale et aux processus opérationnels. Il agit à titre de point de contrôle opérationnel pour…
Added 2 months ago
Superviseur des opérations de succursale – bilingue
Cornerstone Building Brands
Montreal, Quebec
Full-time
…rigoureuse des activités liées au service à la clientèle, à l’administration de la succursale et aux processus opérationnels. Il agit à titre de point de contrôle opérationnel pour…
Added 1 month ago
Administrative Assistant
SMS Equipment Inc.
Wabush, NL
Full-time
…support services for the service functions within our Wabush branch. In this role, you will support corporate time entry, internal purchase orders, reception, housing, fleet, training…
Added 8 days ago
Branch Administrator - Fort McMurray
Stream-Flo Industries
AB
Full-time
Reporting to the Branch Manager, the Branch Administrator will provide administration and support for the branch and oversee daily office operations. This is an in-office position.
Added 1 month ago
Senior Manager, PCG Training & Development
Raymond James
Vancouver, BC · Ottawa, ON · Toronto, ON
Full-time
Act as a trusted training partner and subject matter expert for PCG Administration, Operations, IT, Compliance, HR, Practice Management partners, project teams, and branch leadership.
Added 19 days ago
Office Coordinator
Price Industries Limited
Montreal, QC
The Office Administrator plays a key role in supporting the day-to-day operations of the branch. This position serves as the administrative hub of the office, providing support across…
Added 12 days ago
ScotiaMcLeod Regional Associate (Contract)
Scotiabank
Vancouver, BC
…The primary support relationship is with the Regional Manager Administration (MA), Regional Director (RD), and branch…
Added 12 days ago
ScotiaMcLeod Regional Associate (Contract)
Scotiabank
Vancouver, BC
…The primary support relationship is with the Regional Manager Administration (MA), Regional Director (RD), and branch…
Added 1 month ago
Branch Administrator
Ainsworth Inc
Halifax, NS
Full-time
Oversee daily operations and administration for Atlantic branch offices across NS, NB, NL, and PEI.
Added 1 month ago
Senior Branch Administrator
Wellington-Altus
AB
Full-time
Reporting to the Senior Regional Business Administration Manager, the Senior Branch Administrator is accountable for effectively managing all administrative aspects of the branch…
Added 12 days ago
Privacy and Information Management - Department Lead
Government of Yukon
Whitehorse, YT
Full-time
Finance, Systems and Administration is a corporate branch within the department that provides senior management with direction, guidance and support services in the management and operation…
Added 8 days ago
Branch Outreach Coordinator
CPF
Edmonton, AB
Full-time
Assist with the effective administration, operation, and maintenance of branch office functions.
Added 16 days ago
Assistant to Executive Director
Government of Alberta
Edmonton, AB
…administrative professional to support the Executive Director and branch leadership team. This role is central to ensuring smooth daily operations, effective communication, and strong…
Added 5 days ago
Executive Assistant/Marketing Assistant, Western Region
Chubb
Vancouver, BC
Full-time
The Executive Assistant is responsible for providing day-to-day administrative support to the Branch Manager(s) in the western region. Responsibilities include assisting with producer…
Added 11 days ago
Property Manager, Valuation and Administration
Government of New Brunswick
Fredericton, NB
Full-time
The Department of Transportation and Infrastructure is seeking an individual to join the Property Services Branch as a Property Manager, Valuation and Administration.
Added 4 days ago
Member Service Representative
Northern Savings Credit
Prince Rupert, BC
$23.53 to $27.07 CAD / hour
Full-time
Assist with daily mail, supplies, marketing materials, and general branch administration.
Added 1 day ago
Manager, Personal Finance
Alterna Savings
Orleans, ON
Full-time
The Manager Personal Finance (MPF) Supports the Branch Manager in the strategic planning, organization and administration of all related sales and service functions and activities.
Added 3 days ago
Manager, Personal Finance
Alterna Savings
Brampton, ON
Full-time
The Manager Personal Finance (MPF) Supports the Branch Manager in the strategic planning, organization and administration of all related sales and service functions and activities.
Added 1 month ago
Manager, Personal Finance
Alterna Savings
Brampton, ON
Full-time
The Manager Personal Finance (MPF) Supports the Branch Manager in the strategic planning, organization and administration of all related sales and service functions and activities.
Added 1 month ago
Branch Assistant
Raymond James
Ottawa, ON
Full-time
Support the Branch Administrator & Branch Manager with general office administration.
Added 10 days ago
Branch Administrator
Government of Alberta
Edmonton, AB
The primary responsibility of this position is to provide direct branch administrative support to the Executive Director Trade Policy and Negotiations and high-level administration…

Raymond James

Branch Assistant

Ottawa, ON, Canada

Job type: Full-time
Experience: A minimum of 2 years’ experience in the Investment Brokerage or Financial Services Industry.
Posting language: English
Posted: Aug 4, 2026

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Original job 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. The primary role of Receptionist/Branch Assistant is to provide operational and administrative support to the office. The individual will assist in the implementation of branch directives and ensure that a high level of service quality is evident in all aspects of day-to-day operations.

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;
Photocopy, mail and email information;
Organize catering for meetings, special events and luncheons; organize and book boardroom meetings;
Set up prior to and clean up after boardroom presentations and individual client/advisor meetings;;
Maintain cleanliness of common areas and office supplies & equipment;
Act as backup support to Financial Advisor Assistants in the verification of daily activity in accounts, review of previous day’s transactions (trades, debits, transfers, errors) and account openings;
Foster and support client relationships by liaising with Investment Advisor Assistants, responding to their requests, and proactive problem solving;
Participate in preparing and reviewing daily reports, client correspondence, and taking ownership of project work;
Coordinate with branch marketing initiatives including client appreciation events, mailings, website development/maintenance and social media; and
Support the Branch Administrator & Branch Manager with general office administration.

What can you expect from us?

Our most important investment is in people, Raymond James Ltd offers flexible workstyles, a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more! We also support internal promotion and community involvement.

Qualifications

Knowledge of Fundamental investment concepts, practices, and procedures used in the securities industry.
Microsoft Office with a willingness and ability to learn new applications;
Skills in time management with the ability to prioritize, multitask, and work within time constraints;
Ability to work within deadlines in a high-volume and demanding environment while maintaining a high level of service and an imperative attention to detail;
Demonstrate advanced face-to-face, email, videoconferencing, and telephone etiquette and relationship management skills;
Assist others with flexibility and willingness as required;
Work independently as well as collaboratively within a team environment;
Maintain a professional manner to establish and maintain effective working relationships at all levels of the organization;
Exercise tact and discretion in the handling of confidential information; and
A minimum of 2 years’ experience in the Investment Brokerage or Financial Services Industry.

We encourage our associates at all levels to:

Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm

Salary Range: $50,000.00 - $55,000.00 annually, in addition to competitive performance bonuses/incentives.

Actual compensation will be determined based on skills, experience, internal equity, and other job requirements.

This posting is for an existing vacancy.

At Raymond James – we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at [email protected]. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.

We may use automated or AI-enabled tools to support parts of our recruitment and screening process, including screening, assessing or selecting applicants where applicable. These tools help us review applications efficiently, but they do not replace human decision-making.

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More about this job

Responsibilities

The Branch Assistant provides operational and administrative support to the Ottawa office, including reception duties, client interaction, and document processing. They also assist with branch marketing initiatives, boardroom management, and provide backup support to Financial Advisor Assistants.

Requirements

Candidates must have a minimum of 2 years of experience in the Investment Brokerage or Financial Services industry. Proficiency in Microsoft Office and a strong understanding of fundamental investment concepts and securities industry practices are required.

Skills

Administrative Support
Reception
Client Service
Time Management
Multitasking
Attention To Detail
Relationship Management
Microsoft Office
Investment Concepts
Problem Solving
Communication
Record Keeping
Office Administration
Event Coordination
Financial Reporting

Benefits

Health Benefits
RRSP Matching Program
Employee Stock Purchase Plan
Paid Time Off
Volunteer Days
Discretionary Bonuses
Tuition Reimbursement

Visa sponsorship

Not detected in the job text

Keywords

Investment Brokerage
Financial Services
Securities Industry
Administrative Support
Receptionist
Client Relations
Branch Operations
Microsoft Office
Wealth Management
Reporting
Marketing Initiatives
Office Administration
Compliance
Account Openings
Trade Processing
Event Planning
Social Media
Data Entry
Professionalism
Confidentiality

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