Proactive Administrative Assistant Role

Raymond James Financial

kelowna, regional district of central okanagan, Canada
Full-time
Posted June 06, 2026

Job Description

Enhance a financial advisor team's efficiency as an Administrative Assistant. Use your organizational skills and 'can do' attitude to manage communications, documents, and client interactions.
This role involves providing comprehensive administrative support while maintaining a proactive and client-centric approach. Collaborate within a dynamic team setting and utilize your skills in problem-solving, document preparation, and social media management. Attention to detail and the ability to manage multiple priorities are essential for success.
Key Responsibilities:
• Handle all incoming phone calls professionally
• Maintain and organize essential paperwork and files
• Draft and prepare various professional documents
• Respond efficiently to client information requests
• Launch and manage social media campaigns
Requirements:
• At least 2 years of administrative experience
• Proficiency in MS Office and common business software
• Strong problem-solving and ...