Financial Operations Coordinator

7 days ago


Vancouver, British Columbia, Canada Disability Solutions Full time
Job Description

As a Financial Operations Coordinator, you will play a critical role in supporting the business operations of Raymond James Ltd. in Canada. This position is ideal for someone with 5 years of experience in the financial services industry, particularly in brokerage and sales. You will work closely with various departments, including Operations, Compliance, Branch Supervision, Finance, I.T., Marketing, PCG Services, Registrations, and others.

Your primary responsibilities will include assisting with training and support of Financial Advisors and Sales Associates on the use of Pershing's introducing firm platform. You will also evaluate and improve the support process by identifying best practices and lessons learned.

You will be required to follow up to ensure resolution and completion of tasks assigned. In addition, you will participate in projects and operations initiatives as assigned by the Senior Management Team.

We are looking for an individual who can work within deadlines in a high-volume and demanding environment while maintaining a high level of service and attention to detail. Excellent communication skills are essential, and proficiency in French is considered an asset.

As a valued member of our team, you will have access to a competitive compensation package, flexible work styles, and opportunities for professional growth and development.



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