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Receptionist / Branch Assistant

Raymond James Ltd.

kelowna, regional district of central okanagan, Canada Full-time July 09, 2026

Found 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.

Receptionist / Branch Assistant

How does the role impact the organization?

As a member of the team, reporting to the Branch Administrator, you will provide ongoing administrative support to the branch and its clients.

What will your role be responsible for?

  • Answer all incoming calls on the main switchboard
  • Greet and assist visiting clients and guests
  • Handle and correctly escalatethe urgent incoming client calls
  • Distribute and post mail
  • Organize and book boardroom meetings
  • Liaise with local caterers to order breakfast/lunches for presentations
  • Set up prior to and clean up aft...

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