Corporate Actions Associate

Raymond James Ltd.; Vancouver; On-site; CAD 50,000 - 60,000; Full time

Benefits offered by this job

Health Benefits

RRSP Matching Program

Employee Stock Purchase Plan

Paid Time Off

Volunteer Days

Discretionary Bonuses

Tuition Reimbursement

Job summary

Raymond James Ltd. is seeking a Corporate Actions Associate in Vancouver to balance multiple tasks while maintaining high service levels and accuracy.

You will process payments, calculate cash in lieu, and liaise with Financial Advisors and staff processing client instructions. You will review notices, research reorganizations and entitlements, and coordinate with CDS, DTCC, and transfer agents, while supporting team members and participating in department initiatives.

Qualifications

• Post-secondary education is required.
• Minimum of 2 years of corporate actions, securities operations, or related financial services experience.
• Proficiency in Microsoft Office with the ability to learn new applications.
• Strong time management and attention to detail.
• French language is an asset.

Responsibilities

• Process and reconcile various corporate action payments.
• Calculate cash in lieu of fractional payments.
• Liaise with Financial Advisors (FAs) and support staff processing client instructions.
• Download information bulletins to review and modify for notice distribution.
• Conduct research on reorganizations and entitlements and compare to firm data.
• Communicate with internal departments and third party organizations, including CDS, DTCC, Transfers Agents.
• Provide assistance and/or back up coverage support to other team members as required.
• Participate in department initiatives or projects related to the Operations/Corporate Actions Department.

Skills

MS Office

Time management

Communication skills

French language

Education

Post-secondary education

2 years corporate actions / securities operations

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.

Corporate Actions Associate

How does the role impact the organization?

The position of Corporate Actions Associate requires the ability to effectively balance varied functions, while maintaining our high level of service and attention to detail. Proven strengths in time management, multi-tasking and organization are necessary attributes in achieving our service goals.

What will your role be responsible for?

• Process and reconcile various corporate action payments;
• Calculate cash in lieu of fractional payments;
• Liaise with Financial Advisors (FAs) and support staff processing client instructions;
• Download information bulletins to review and modify for notice distribution;
• Conduct research on reorganizations and entitlements and compare to firm data;
• Communicate with internal departments and third party organizations, including CDS, DTCC, Transfers Agents;
• Provide assistance and/or back up coverage support to other team members as required; and
• Participate in department initiatives or projects related to the Operations/Corporate Actions Department.

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?

To qualify for this opportunity you possess:

• Fundamental investment concepts, practices, and procedures used in the securities industry.
• Proficient in Microsoft Office with a willingness and ability to learn new applications.
• 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;
• Exercise tact and discretion in the handling of confidential information; and
• Communicate proficiently in French is an asset.

Educational/Previous Experience Requirements

• Post-secondary education; and
• A minimum of 2 years of corporate actions, securities operations, or related financial services industry experience.

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 - $60,000 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.

Primary Location

CA-BC-Vancouver-Vancouver

Schedule

Full-time

Status

Permanent Full-Time