Business Operations Specialist
3 weeks ago
As a Business Operations Specialist, you will play a vital role in supporting the Private Client Group business operations in Canada. This dynamic position involves working closely with internal partners to deliver exceptional support to Financial Advisors and Sales Associates who manage U.S.-resident client activities.
About UsRaymond James Ltd. is Canada's leading independent investment dealers offering high-quality investment products and services to Canadians seeking customized solutions to their wealth management needs. Our company values diversity, inclusion, and equal opportunities for all candidates.
Salary InformationThe estimated salary range for this position is $55,000-60,000 per year, plus competitive performance bonuses and incentives. This salary is based on education, work experience, and other factors.
Job DescriptionThis exciting role includes:
- Assisting in the training and support of Financial Advisors and Sales Associates on the use of Pershing's introducing firm platform
- Evaluating and improving the support process from best practices and lessons learned
- FOLLOWING UP TO ENSURE RESOLUTION AND COMPLETION OF TASKS
- Working within deadlines in a high-volume and demanding environment while maintaining a high level of service and attention to detail
To succeed in this role, you should have:
- A 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 skills with a willingness and ability to learn new applications
- Strong communication and problem-solving skills
We offer a competitive compensation package that includes health benefits, RRSP matching program, employee stock purchase plan, paid time off, volunteer days, discretionary bonuses, tuition reimbursement, and more. We value our employees' growth and development and encourage internal promotion and community involvement.
We are committed to providing a workplace that is inclusive and respectful of all individuals. If you require accommodations during the recruitment process, please contact Human Resources via email at recruitment@raymondjames.ca.
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