Business Support Specialist

Raymond James Ltd.; Vancouver; On-site; CAD 65,000 - 70,000; Full time

Benefits offered by this job

Flexible workstyles

Health benefits

RRSP matching

Employee stock purchase plan

Paid time off

Volunteer days

Discretionary bonuses

Tuition reimbursement

Job summary

Raymond James Ltd. is Canada’s leading independent investment dealer, providing tailored wealth management solutions.

The Business Support Specialist will support the Institutional Treasury Group, assisting with client onboarding, account maintenance, and financial data analysis. The role emphasizes organized processes, accurate data handling, and collaboration with co-heads of the division on key accounts and prospecting strategies.

Qualifications

• Post-secondary education and/or relevant industry designations.
• Minimum 2 years of experience in a financial services administrative role.
• Excellent proficiency with MS Office, including Excel.
• Strong attention to detail and highly organized.

Responsibilities

• Process client confirmations and statements.
• Maintain prospect lists of decision makers.
• Prepare research reports for corporate clients and prospects.
• Coordinate meetings and arrange virtual communications.
• Update calendars and schedule appointments.
• Support onboarding of new clients and account maintenance.

Skills

Written English communication

French language asset

Attention to detail

Organization

Critical thinking

Education

Post-secondary education

Industry designations

Tools

Excel

Word

PowerPoint

FactSet

Bloomberg

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.

Business Support Specialist

How does the role impact the organization?

As a Business Support Specialist, you will perform a variety of functions to support Raymond James’ Institutional Treasury Group. Including hands on experience with the operations side of one of Raymond James’ top producing investment teams. You will also get to work with and support the Co-Heads of the division on key accounts and prospecting strategies.

The successful candidate will 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. They will also provide support in the onboarding of new clients and account maintenance of existing clients.

The successful candidate will be a highly organized and detail-oriented individual who has a keen interest in working in a team environment. Drawing on previous experiences in financial services, the ideal candidate will have a proven ability to take initiative, will possess exceptional communication and presentation skills and have a meticulous attention to detail.

What will your role be responsible for?

• Sending clients purchase / wire confirmations;
• Preparing and sending clients monthly statements / reconciliations;
• Account updates;
• Financial analysis and data entry using already built excel models;
• Prospect list maintenance (ensuring key contacts like CFOs, Treasurers, etc. and their information is updated);
• Preparing RJ research reports to send to corporate clients & prospects;
• Following financial news for equity raises / debt issuances; and
• Answer telephones, route callers, take messages and provide routine information to callers;
• Coordinate meetings with internal staff and make arrangements for meetings with clients;
• Assist in arranging internal and external zoom meetings, conference calls and select events;
• Update, maintain and schedule appointments in team calendars

Secondary Duties and Responsibilities:

• Fixing / improving excel workbooks;
• Helping with client service; account updates, opening accounts, etc.;
• Preparing/maintaining marketing material;
• Organizing investment maturity time tables and sending reminder emails to clients;
• Improving template database (emails, proposals, excel files, etc.); and
• Ad hoc support on special projects.

What can you expect from us?

Our most important investment is in people. Upon eligibility, 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.

What do we expect from you?

Knowledge, Skills, And Abilities

Knowledge of:

• Excel, Word and Power Point at an advanced level; and
• Financial software’s including Factset and Bloomberg is an asset (not mandatory)

Skills in:

• Written and verbal communication in English;
• Written and verbal communication in French is a definite asset (not mandatory); and
• Experience with basic modeling using Excel, and simple data analysis.

Abilities:

• Has a strong attention to detail;
• Is passionate and highly motivated;
• Think logically, critically and quickly; and
• Can distill difficult concepts into easy-to-understand language.

Educational/Previous Experience Requirements:

• Post-secondary education and or relevant industry designations; and
• Candidates who are meticulous about attention to detail and highly organized are encouraged to apply
• 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

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:

$65,000 - 70,000 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 [e-mail]. 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.

Job

Private Clients Solutions

Primary Location

CA-BC-Vancouver-Vancouver

Other Locations

CA-ON-Toronto-Toronto, CA-QC-Montreal-Montréal

Organization

PCG Admin

Schedule

Full-time

Status

Permanent Full-Time