Financial Operations Associate

Job 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-...

Job Description - Operations Associate (2403988)Operations Associate - 2403988At Raymond James,wedevelop,wecollaborate,wedecide,wedeliver, andweimprove together.Raymond James Ltd. is Canada's leading independent investment dealer offering high-quality investment products and services to Canadians seeking customized solutions to their wealth management...

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...

As a Financial Services Associate 2, you are an integral part of the sales and service team at BlueShore Financial. In this essential role, you promote and sell BlueShore Financial products and services while recognizing opportunities for mutually beneficial product/service offerings. In this role, you work directly with clients responding to a wide variety...

As a Financial Services Associate 2, you are an integral part of the sales and service team at BlueShore Financial. In this essential role, you promote and sell BlueShore Financial products and services while recognizing opportunities for mutually beneficial product/service offerings. In this role you work directly with clients responding to a wide variety...

About the RoleAs a key member of the Tax Services team, this Senior Operations Associate, Tax Preparation will be responsible for leading the Operations Associates and interacting with financial advisors and clients. The ideal candidate must be highly organized, detail-oriented, and self-motivated.Main Responsibilities- Review, modify, and prepare templates,...

Company OverviewBlueShore Financial is a division of Beem Credit Union, offering expert advice and expertise to its clients. With over 80 years in the financial services industry, our innovative strategy prioritizes exceptional team performance.SalaryThe target salary range for this role is $71,700 - $84,300 per year, plus a variable performance bonus....

Job Description - Senior Operations Associate, Tax Preparation (2403903)Senior Operations Associate, Tax PreparationAt Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.Raymond James Ltd. is Canada's leading independent investment dealer offering high-quality investment products and services to Canadians seeking...

About This Role:This Operations Business Partner role will provide critical support to the Raymond James (USA) Ltd. Senior Management Team in Canada.The successful candidate will act as the primary point of contact for FINRA-registered Financial Advisors and Sales Associates who manage U.S.-resident client activities.Key Responsibilities:Work closely with...

We are looking for a talented individual to fill the role of Assistant Manager, Account Transfers at Raymond James Ltd. This is a unique opportunity to join our team and contribute to the success of our organization.About the PositionThe successful candidate will be responsible for leading and managing the day-to-day operations of the Account Transfers team,...

About 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...

Job Description - Registered Plans Associate - 6 Month Contract (2500087)At Raymond James,we develop, we collaborate,we decide,we deliver, andwe improve together.Raymond James Ltd. is Canada's leading independent investment dealer offering high-quality investment products and services to Canadians seeking customized solutions to their wealth management...

**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...

About Us:Raymond James Ltd. is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and of the Canadian Investor Protection Fund (CIPF).We are committed to protecting our customers' accounts and ensuring their assets are secure.Job Summary:This role will support the Raymond James (USA) Ltd. Senior Management Team in Canada, acting as...

Job Description - Registered Plans Associate - 6 Month Contract (2500087)At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.Raymond James Ltd. is Canada's leading independent investment dealer offering high quality investment products and services to Canadians seeking customized solutions to their wealth management...

The 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...

**Job Summary**We are seeking a highly skilled and experienced individual to join our team as a Senior Operations Associate in Tax Services. This role involves providing exceptional client service, managing operations, and collaborating with cross-functional teams.Key Responsibilities:Provide administrative support to the leadership team.Manage client...

Job Description - Financial Accountant (2500205)At Raymond James,we develop,we collaborate,we decide,we deliver, andwe improve together.Raymond James Ltd. is Canada's leading independent investment dealer offering high-quality investment products and services to Canadians seeking customized solutions to their wealth management needs.How does the role impact...

At Raymond James Ltd., we strive to provide exceptional investment products and services tailored to the unique needs of Canadians.Key Responsibilities:Process various tasks related to registered plans, including transactions in RRSPs, RESPs, RRIFs, LIFs, TFSAs, LIRAs, and FHSAs.Support Financial Advisors, Sales Assistants, and internal Operations department...

Job Summary:We are seeking a Senior Tax Associate to join our team at Raymond James Financial. This is a challenging and rewarding role that requires strong tax knowledge, excellent communication skills, and the ability to work effectively in a fast-paced environment.About the Role:End-to-End Tax Engagement Completion: The successful candidate will be...