Business Support Specialist

7 days ago

Canada Raymond James Financial Full time

**Business Support Specialist**
- 2300417

**Job Summary**
As a Business Support Specialist, you will perform a variety of functions to support Raymond James’ Institutional Treasury Group. Including working alongside the Co-Heads of the division on key accounts and prospecting strategies. You will also get hands on experience with the operations side of one of Raymond James’ top producing investment teams.

The chosen applicant will have a strong interest in learning what it takes to build a book of business and will be encouraged to bring fresh ideas to the table. Attention to detail, a passion for financial markets and a positive attitude are all non-negotiable attributes.

**Essential Duties and Responsibilities**:

- Sending clients purchase / wire confirmations;
- Preparing and sending clients monthly statements / reconciliations;
- Account updates;
- Financial analysis and data entry using already built excel models;
- Prospect list maintenance (ensuring key contacts like CFOs, Treasurers, etc. and their information is updated);
- Sending RJ research reports to corporate clients & prospects;
- Following financial news for equity raises / debt issuances; and
- Create (first draft) proposals using templates.

**Secondary Duties and Responsibilities**:

- Fixing / improving excel workbooks;
- Helping with client service; account updates, opening accounts, etc.;
- Preparing/maintaining marketing material;
- Assist team with setting up meetings;
- Ad hoc support on special projects.

**Qualifications**
**Knowledge, Skills, and Abilities**

**Knowledge of**:

- Excel, Word and Power Point at an advanced level; and
- Financial software’s including Factset and Bloomberg with experience using them and their related excel plugins.

**Skills in**:

- Written and verbal communication in English;
- Written and verbal communication in French is a definite asset; and
- Experience with modeling using Excel, and data analysis.

**Abilities**:

- Has a strong attention to detail;
- Is passionate and highly motivated;
- Thinks logically, critically and quickly; and
- **Can distill difficult concepts into easy-to-understand language.**

**Educational/Previous Experience Requirements**:

- Post-secondary education (e.g. undergraduate degree, Masters) and relevant industry designations; and

**Depending on eligibility, we offer**:

- Competitive Wages
- Health Benefits Program including Life Insurance and Disability from start date
- RRSP Matching Program from start date
- Employee Stock Purchase Plan
- Paid Time Off & Other Time Off such as Volunteer Day
- Discretionary Bonuses
- Tuition Reimbursement Program
- Top Up Plan
- Employee Investment Accounts
- Flexible Work Styles

**Job** Private Clients Solutions

**Primary Location** Canada

**Organization** PCG Admin

**Schedule** Full-time

**Status** Permanent Full-Time

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