Investment Operations Assistant

6 days ago


Montreal, Quebec, Canada Disability Solutions Full time
What We Offer

As a Investment Operations Assistant, you will have the opportunity to work in a dynamic and fast-paced environment, where you will be responsible for supporting the Financial Advisors in their daily operations. You will prepare and review reports, process transactions, handle client inquiries, and maintain accurate records. You will also have the chance to develop your skills and knowledge in the investment industry, and work closely with a team of experienced professionals.

Job Responsibilities

The ideal candidate will have a minimum of 2 years of experience in the investment industry, post-secondary education, IR Licensed or successful completion of the Canadian Securities Course as well as the Conduct and Practices Handbook, excellent proficiency with MS Office particularly Word, Excel, and Outlook, and experience with Dataphile, Croesus, and Thomson Reuters. You should also have excellent verbal and written communication skills, ability to work in a team environment, demonstrate a professional and friendly manner, superior customer service skills, meticulous attention to detail, self-starter attributes, motivated and hardworking with the ability to prioritize, multitask, work within time constraints, and provide necessary follow-up.

Our Culture

At Raymond James Ltd., we value our employees and offer a comprehensive benefits package, including 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.

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