Business Support Specialist in Vancouver

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 needs.

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 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 ideal candidate will have a proven ability to take initiative, possess exceptional communication and presentation skills, and have meticulous attention to detail.

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)
• Preparing RJ research reports to send to corporate clients & prospects
• Following financial news for equity raises/debt issuances
• Answering telephones, routing callers, taking messages, and providing routine information to callers
• Coordinating meetings with internal staff and making arrangements for meetings with clients
• Assisting in arranging internal and external Zoom meetings, conference calls, and select events
• Updating, maintaining, and scheduling 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 timetables and sending reminder emails to clients
• Improving template database (emails, proposals, Excel files, etc.)
• 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.

What do we expect from you?

Knowledge, Skills, And Abilities:

• Knowledge of: Excel, Word, and PowerPoint at an advanced level; Financial software including Factset and Bloomberg is an asset (not mandatory)
• Skills in: Written and verbal communication in English; Written and verbal communication in French is a definite asset (not mandatory); Experience with basic modeling using Excel, and simple data analysis
• Abilities: Strong attention to detail; Passionate and highly motivated; Think logically, critically, and quickly; Can distill difficult concepts into easy-to-understand language

Educational/Previous Experience Requirements:

• Post-secondary education and/or relevant industry designations
• Minimum of 2 years of experience in a financial services administrative role
• Excellent proficiency with MS Office software, including Excel
• A positive, enthusiastic, and energetic attitude

We encourage our associates at all levels to grow professionally and inspire others to do the same, work with and through others to achieve desired outcomes, make prompt, pragmatic choices and act with the client in mind, take ownership and hold themselves and others accountable for delivering results that matter, and contribute to the continuous evolution of the firm.

Salary Range: $65,000 - 70,000 annually, in addition to competitive performance bonuses/incentives. Actual compensation will be determined based on skills, experience, internal equity, and other job requirements.

This posting is for an existing vacancy. At Raymond James – we honour, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients, and communities thrive; it is part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.

We may use automated or AI-enabled tools to support parts of our recruitment and screening process, including screening, assessing, or selecting applicants where applicable. These tools help us review applications efficiently, but they do not replace human decision-making.