Senior Operations Associate, Tax Preparation

Raymond James Financial; Toronto; On-site; CAD 55,000 - 60,000; Full time

Job summary

An established industry player seeks a Senior Operations Associate to join their Tax Services team in a dynamic and collaborative environment. This role involves overseeing operations, managing client interactions, and ensuring the smooth flow of work processes. With a focus on detail and client service, you will contribute to the development of new ideas and approaches to enhance operational efficiency. The company offers a competitive compensation package, including health benefits and opportunities for professional growth. If you thrive in a fast-paced setting and are eager to make an impact, this position is perfect for you.

Benefits

Health Benefits

RRSP Matching Program

Employee Stock Purchase Plan

Paid Time Off

Volunteer Days

Discretionary Bonuses

Tuition Reimbursement

Qualifications

• 2+ years of administrative experience in a professional services environment.
• Strong interpersonal skills with a focus on client service.

Responsibilities

• Prepare templates, reports, and correspondence materials.
• Administer invoicing and client account management.

Skills

MS Office (Word, Excel, PowerPoint, Outlook)

Organizational Skills

Communication Skills

Multi-tasking

Client Relationship Management

Education

Post-secondary education in business administration

Tools

TaxPrep

CRM Software

Microsoft Dynamics 365

Job description

Job Description - Senior Operations Associate, Tax Preparation (2500299)

Senior Operations Associate, Tax Preparation - 2500299

At Raymond James,wedevelop,wecollaborate,wedecide,wedeliver, andweimprove 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.

Senior Operations Associate, Tax Preparation

How does the role impact the organization?

As a key member of the Tax Services team, the successful candidate must be highly organized, detail-oriented and self-motivated. As the role will include leading the Operation Associates as well as interactions with financial advisors and clients, the successful candidate must also display professional levels of verbal and written communication, be client-service driven and possess exceptional interpersonal skills.

What is the position responsible for?

• Review, modify and prepare templates, letters, reports, PowerPoint presentations, Word documents, Excel workbooks and other correspondence materials; research, compile and summarize information/data ;
• Support leader(s) through calendar and email management ;
• Oversee Operations Associates and related processes;
• Administer invoicing, processing receivables and CRA remittances ;
• Service and oversee General Inbox of clients’ general day-to-day requests ;
• Communicate internally with various operational and administrative departments;
• Enter, review and maintain client accounts and contact information in the Client Relationship Management (CRM) platform and network drives (Microsoft Dynamics 365)
• Review upcoming deadlines and work requirements with the team; coordinate the logistics and flow of work to specific team members (i.e., documents for review/signature) ;
• Coordinate and schedule internal and external meeting and appointment logistics and prepare supporting material ;
• Contribute to the development of new ideas and approaches to improve work processes ;
• Work collaboratively with other team members and leadership ; and
• Maintain flexibility to work overtime, as necessary

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?

• French is an asset;
• Proficient in MS Office (Word, Excel, PowerPoint, and Outlook) ;
• Organizing, multi-tasking, and prioritizing ;
• Build strong relationship skills ;
• Manage competing priorities ; and
• Work on simultaneous projects;
• Excellent written and verbal communications skills

Educational/ Previous Experience Requirements

• Post-secondary education in business administration is considered an asset ;
• Strong interpersonal skills with demonstrated focus on client service ;
• Exceptional verbal and written communication abilities ;
• 2+ years of increasingly complex administrative responsibilities in a previous professional services environment
• Experience in a public practice accounting firm is considered an asset ; and
• Excellent organizational and time management skills, with the ability to manage multiple tasks simultaneously

How to differentiate yourself from others:

• Experience working with TaxPrep is an asset; and
• CRM (Customer Relationship Management) software is an asset;

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

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 [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.

Salary Range: BC (based on Education, Work Experience, etc) $55,000-60,000 in addition to competitive performance bonuses/incentives.

Raymond James Ltd. is a member of the Investment IndustryRegulatory Organization of Canada (IIROC) and of the Canadian Investor ProtectionFund (CIPF). Customers’ accounts are protected by the Canadian Investor ProtectionFund within specified limits. A brochure describing the nature and limits ofcoverage is available upon request or at . 3Macs, MacDougall,MacDougall & MacTier and Raymond James Correspondent Services are divisions ofRaymond James Ltd. Raymond James Ltd. is an integrated financial services firm. Itssubsidiaries, Raymond James Investment Counsel Ltd., Raymond James FinancialPlanning Ltd., Raymond James Trust (Canada) and Raymond James Trust (Québec) Ltd.are not members of the IIROC or the CIPF. Please consult each subsidiary’s webpagesfor applicable corporate, regulatory or membership information.www.cipf.ca