Financial Operations Coordinator
3 days ago
Company Overview:
Raymond James Ltd. is a leading independent investment dealer that offers high-quality investment products and services to Canadians seeking customized solutions to their wealth management needs.
We are committed to providing exceptional client experiences and supporting our financial advisors in delivering value-added services to their clients.
Job Description:
This role will support the Raymond James (USA) Ltd. Senior Management Team in Canada, acting as the primary point of contact for FINRA-registered Financial Advisors and Sales Associates who manage U.S.-resident client activities.
The successful candidate will work closely with internal teams to support business operations, including assistance with projects and initiatives as assigned.
Responsibilities:
- Work closely with internal teams to support business operations
- Assist in the training and support of Financial Advisors and Sales Associates
- Evaluate and seek to improve the support process from best practices and lessons learned
- Follow up to ensure resolution and completion of tasks
- Other duties as assigned
Required Skills and Qualifications:
- University degree or equivalent
- 5 years of financial services brokerage industry experience
- Experience as a Sales Associate or Sales Assistant is an asset
- Microsoft Office with a willingness and ability to learn new applications
- Work within deadlines in a high-volume and demanding environment
- Exercise tact and discretion in the handling of confidential information
- Communicate proficiently in French is an asset
Benefits:
- Flexible workstyles
- Competitive compensation and benefits package
- Health Benefits
- RRSP Matching Program
- Employee Stock Purchase Plan
- Paid Time Off
- Volunteer Days
- Discretionary Bonuses
- Tuition Reimbursement
Salary Range:
$55,000-60,000 in addition to competitive performance bonuses/incentives
-
Financial Services Coordinator
21 hours ago
Vancouver, British Columbia, Canada ZLC FINANCIAL Full time $68,000 - $80,000Financial Services Coordinator This is a dynamic role that requires exceptional organizational skills and attention to detail. As a Financial Services Coordinator, you will provide administrative support to our advisors and clients, ensuring timely and accurate completion of tasks. Key Responsibilities: Process new business applications for life insurance...
-
HR Operations Coordinator
24 hours ago
Vancouver, British Columbia, Canada Push Operations Full timeCompany OverviewPush is an innovative HR platform that simplifies people management for businesses. Our mission is to empower companies to focus on their passions by streamlining processes and providing exceptional tools.We're a team of experts who prioritize competence, efficiency, and a positive work environment. As part of our rapidly growing...
-
Financial Operations Coordinator
6 days ago
Vancouver, British Columbia, Canada Anthem Properties Group Full timeWe are seeking a highly skilled Financial Operations Coordinator to join our team at Anthem Properties Group. As a key member of our finance department, you will play a crucial role in ensuring the smooth operation of our financial processes.Key Responsibilities:Coordinate the collection, coding, approval, and payment process of invoicesSort, match, and scan...
-
Financial Services Coordinator
3 days ago
Vancouver, British Columbia, Canada CI Financial Full timeJob DescriptionCompany OverviewCI Financial is a leading global wealth management and asset management advisory services provider. With a commitment to excellence, we aim to deliver exceptional investment solutions to individuals and institutions. Our vision is built on the principles of providing innovative products, fostering a culture of diversity and...
-
People Management Operations Coordinator
24 hours ago
Vancouver, British Columbia, Canada Push Operations Full timeCompany OverviewPUSH operates as a comprehensive platform, simplifying HR, payroll, time tracking, and scheduling for companies. Our primary objective is to help organizations allocate more time for their passions by reducing administrative burdens associated with people management. Our client base comprises prominent brands like Earls Restaurant, Cactus...
-
Financial Operations Associate
7 days ago
Vancouver, British Columbia, Canada Raymond James Financial Full timeJob Overview:Raymond James Financial is a leading investment dealer offering high-quality investment products and services. As a Registered Plans Associate, you will be responsible for various administrative tasks relating to registered plans.About the Role:The successful candidate will work closely with financial advisors, sales assistants, and internal...
-
Business Operations Administrator
1 day ago
Vancouver, British Columbia, Canada Push Operations Full timePush is an all-in-one platform that helps businesses grow and scale their companies by simplifying HR, payroll, time tracking, and scheduling. Our purpose is to help our customers free up their time by making people management ridiculously easy, so they can focus on their passion. Our customer base includes some of the biggest brands, such as Earls...
-
Financial Operations Coordinator
4 days ago
Vancouver, British Columbia, Canada BC Legal Management Association Full timeThe BC Legal Management Association is hiring an Accounting Clerk to join our finance team. As an Accounting Clerk, you will play a vital role in supporting our financial operations and ensuring the accuracy of our financial records.Job DescriptionYou will be responsible for managing Accounts Payable and Receivable, processing vendor invoices, and handling...
-
Financial Operations Associate
5 days ago
Vancouver, British Columbia, Canada Raymond James Financial Full timeJob OverviewThe role of Registered Plans Associate at Raymond James is a dynamic opportunity to contribute to the growth and success of our organization. As a key member of our team, you will be responsible for administering various tasks related to registered plans products, including processing transactions in registered plans.Key Responsibilities-...
-
People Operations Specialist
1 day ago
Vancouver, British Columbia, Canada Push Operations Full timeThe Company:Push is an all-in-one platform that helps businesses grow and scale their companies by simplifying HR, payroll, time tracking, and scheduling. Our purpose is to help our customers free up their time by making people management ridiculously easy, so they can focus on their passion. Our customer base includes some of the biggest brands, such as...
-
Manager Financial Services
3 weeks ago
Vancouver, British Columbia, Canada BlueShore Financial Full timeManager Financial ServicesIf you are passionate about the development of those around you and have strong banking operations experience, you could see great success in our Manager Financial Services (MFS) position. In partnership with the General Manager, the MFS will oversee branch operations to ensure growth, profitability, service and operational...
-
Manager Financial Services
2 weeks ago
Vancouver, British Columbia, Canada BlueShore Financial Full timeManager Financial ServicesIf you are passionate about the development of those around you and have strong banking operations experience, you could see great success in our Manager Financial Services (MFS) position. In partnership with the General Manager, the MFS will oversee branch operations to ensure growth, profitability, service and operational...
-
Financial Operations Associate
4 days ago
Vancouver, British Columbia, Canada APT Travel Group Full timeAbout the RoleThe Accounts Coordinator position is a critical component of our finance department, requiring a detail-oriented professional with excellent problem-solving skills and a customer-focused approach.As our ideal candidate, you will have proven experience in payroll processing and accounts payable functions, strong attention to detail, and the...
-
Administrative Operations Coordinator
5 days ago
Vancouver, British Columbia, Canada Helicopters Without Borders Full timeJob Overview">Heli Without Borders, a leading organization in the field of remote and rural community support, is seeking an experienced Administrative Operations Coordinator to join our team.This role will play a crucial part in ensuring smooth operations across various departments, including Operations, Executive Leadership, Finance, Administration,...
-
Financial Operations Coordinator
5 days ago
Vancouver, British Columbia, Canada T-Net British Columbia Full timeCompany OverviewClio is a global leader in the legal tech space, committed to transforming the legal experience by providing innovative solutions that improve the lives of legal professionals and increase access to justice.Job DescriptionWe are seeking an Accounts Payable Specialist to join our Finance team. As a growing leader in the legal tech space, we...
-
Administrative Operations Specialist
4 days ago
Vancouver, British Columbia, Canada Raymond James Financial Full time**Job Description**We are seeking a highly organized and detail-oriented individual to join our team as a Senior Operations Associate in Tax Services. As a key member of our team, you will be responsible for leading the Operations Associates, interacting with financial advisors and clients, and displaying professional levels of verbal and written...
-
Operations Coordinator
42 minutes ago
Vancouver, British Columbia, Canada Hudson Pacific Properties Full timeAbout This OpportunityWe are seeking a highly motivated and organized individual to join our Operations Team as a Project Coordinator. In this role, you will provide administrative support and project management assistance to the Manager of Engineering, working closely with service providers, vendors, and contractors to ensure timely completion of tasks.Key...
-
Financial Services Coordinator
5 days ago
Vancouver, British Columbia, Canada The Mason Group Inc Full time**Join Our Team as a Financial Services Coordinator:**The Mason Group Inc. is a dynamic organization that's growing rapidly. We're looking for a detail-oriented and organized Financial Services Coordinator to join our team.In this role, you'll be responsible for providing administrative support to the finance department, including managing accounts payable...
-
Senior Financial Operations Lead
3 days ago
Vancouver, British Columbia, Canada Nicola Wealth Management Ltd. Full timeThe role of Senior Financial Operations Lead at Nicola Wealth Management Ltd. is a key position that oversees the preparation and analysis of financial statements and other monthly reports, ensuring accuracy and compliance with corporate policies, regulatory and IFRS requirements. The ideal candidate will have extensive leadership experience and be...
-
Financial Operations Coordinator
4 days ago
Vancouver, British Columbia, Canada Otter Farm & Home Co-operative Full timeAbout Otter Farm & Home Co-operativeWe are a diverse and growing organization, serving the Lower Mainland, Fraser Valley and BC Interior since 1922. Our team provides a range of products and services to support our member-owners.What You'll DoProcess financial transactions and ensure accurate daily balancingKeying and auditing department monthly...