Business Support Specialist

At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.

Raymond 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.

Business Support Specialist

How does the role impact the organization?

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

The successful candidate will leverage prior experience utilizing a highly organized approach to develop and maintain prospect lists of decision makers at medium and large Canadian corporations, universities, municipalities, etc. They will also provide support in the onboarding of new clients and account maintenance of existing clients.

The successful candidate will be a highly organized and detail-oriented individual who has a keen interest in working in a team environment. Drawing on previous experiences in financial services, the ideal candidate will have a proven ability to take initiative, will possess exceptional communication and presentation skills and have a meticulous attention to detail.

What will your role be responsible for?

• 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);
• Preparing RJ research reports to send to corporate clients & prospects;
• Following financial news for equity raises / debt issuances; and
• Answer telephones, route callers, take messages and provide routine information to callers;
• Coordinate meetings with internal staff and make arrangements for meetings with clients;
• Assist in arranging internal and external zoom meetings, conference calls and select events;
• Update, maintain and schedule appointments in team calendars

Secondary Duties and Responsibilities\:

• Fixing / improving excel workbooks;
• Helping with client service; account updates, opening accounts, etc.;
• Preparing/maintaining marketing material;
• Organizing investment maturity time tables and sending reminder emails to clients;
• Improving template database (emails, proposals, excel files, etc.); and
• Ad hoc support on special projects.

What can you expect from us?

Our most important investment is in people. Upon eligibility, Raymond James Ltd offers flexible workstyles, a competitive compensation and benefits package. Our benefits range from 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.