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About the Role
As a Business Support Specialist, you will perform a variety of functions to support Raymond James’ Institutional Treasury Group, gaining hands-on experience with the operations side of a top-producing investment team. You will also support the Co-Heads of the division on key accounts and prospecting strategies.
Responsibilities
- Send clients purchase / wire confirmations
- Prepare and send clients monthly statements / reconciliations
- Account updates
- Perform financial analysis and data entry using existing Excel models
- Maintain prospect lists, ensuring key contacts and their information are updated
- Prepare RJ research reports for corporate clients & prospects
- Follow financial news for equity raises / debt issuances
- Answer telephones, route callers, take messages and provide routine information
- Coordinate meetings with internal staff and clients
- Assist in arranging internal and external zoom meetings, conference calls and select events
- Update, maintain and schedule appointments in team calendars
- Fix and improve Excel workbooks
- Assist with client service, account updates, and opening accounts
- Prepare/maintain marketing material
- Organize investment maturity time tables and send reminder emails to clients
- Improve template database (emails, proposals, Excel files, etc.)
- Provide ad hoc support on special projects
Requirements
- Leverage prior experience utilizing a highly organized approach to develop and maintain prospect lists of decision makers at medium and large Canadian corporations, universities, municipalities, etc.
- Provide support in the onboarding of new clients and account maintenance of existing clients.
- Highly organized and detail-oriented individual with a keen interest in working in a team environment.
- Proven ability to take initiative.
- Exceptional communication and presentation skills.
- Meticulous attention to detail.
- Post-secondary education and/or relevant industry designations.
- Minimum of 2 years of experience in a financial services administrative role.
- Excellent proficiency with MS Office software, including Excel.
- A positive, enthusiastic and energetic attitude.
- 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.
Skills
- Advanced Excel, Word and Power Point knowledge
- Financial software knowledge (Factset and Bloomberg is an asset)
- Written and verbal communication in English
- Written and verbal communication in French is an asset
- Basic modeling using Excel
- Simple data analysis
- Strong attention to detail
- Passionate and highly motivated
- Logical, critical and quick thinking
- Ability to distill difficult concepts into easy-to-understand language
Location
- Canada
Work Type
- Flexible workstyles
Experience Level
- Minimum of 2 years of experience in a financial services administrative role
Education Level
- Post-secondary education and/or relevant industry designations
Salary/Compensations
- $65,000 - 70,000 annually, in addition to competitive performance bonuses/incentives.
Benefits
- Health Benefits
- RRSP Matching Program
- Employee Stock Purchase Plan
- Paid Time Off
- Volunteer Days
- Discretionary Bonuses
- Tuition Reimbursement
About the Company
- 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.
- 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.
Equal Opportunity
- The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
- We demonstrate our commitment to ensuring equal opportunities for all candidates.
- To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca.
- 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.