Financial Operations Specialist

6 days ago


Vancouver, British Columbia, Canada Disability Solutions Full time

About Us: As a leading investment dealer in Canada, we pride ourselves on our commitment to delivering exceptional service and creating customized solutions for Canadians.

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Salary Range: $50,000 - $60,000 per annum, with competitive performance bonuses and incentives. Our salary is based on education, work experience, and other factors.

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Job Description: As a Securities Associate at Raymond James Ltd., you will play a vital role in supporting our clients and internal business groups. Your responsibilities will include researching, reconciling, and processing GIC and Bond Interest calculations and payments, allocating incoming GIC Maturity and Interest wire payments and EFTs, and providing shareholder communication assistance for proxy votes and solicitation fees. You will also be responsible for maintaining internal control account master lists, updating as required, and communicating changes to impacted areas.

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Required Skills and Qualifications: To succeed in this role, you will need a minimum of 3 years of financial industry or related experience, proficiency in Microsoft Office, particularly Word and Excel, and experience with industry-related systems. Strong organizational, analytical, and problem-solving skills are essential, as well as excellent verbal and written communication skills.

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Benefits: We offer a competitive compensation package, including health benefits, RRSP matching, employee stock purchase plan, paid time off, volunteer days, discretionary bonuses, tuition reimbursement, and more. Our culture values professional growth, teamwork, and client-centricity.



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