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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.
Tax & Client Reporting Associate
How does the role impact the organization?
The Tax & Client Reporting Associate requires an organized, hardworking, team-oriented and computer proficient candidate. The candidate must meet the department’s tax season deadlines and be able to thoroughly investigate client queries as well as resolve those issues in conjunction with internal staff and Investment Advisors.
What will your role be responsible for?
- Ensure timely, accurate data processing within prescribed service standards of routine tasks and projects;
- Respond to inquiries while providing support and solutions to internal departments and Investment Advisors;
- Review client documentation and maintain client database in accordance with business policies, CRA, IRS and investment industry regulations;
- Process Canadian, Quebec, and U.S. income tax receipts during tax season;
- Liaise and correspond professionally with internal and external stakeholders;
- Develop a thorough understanding of Raymond James’ services, businesses and industry;
- Correspond with various government agencies to address tax compliance issues; and
- Provide assistance to other Tax Reporting team members as needed.
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?
To qualify for this opportunity you possess:
- Fundamental investment concepts, practices, and procedures used in the securities industry;
- Strong professional communication skills, both verbal and written;
- Demonstrated ability in building and maintaining positive relationships with clients and colleagues;
- Meticulous attention to detail in all tasks and activities;
- Exceptional organizational skills to manage multiple responsibilities effectively;
- Proficient in time management, prioritizing tasks, and meeting deadlines;
- Customer-centric mindset with a focus on providing excellent client service;
Education and Experience:
- Bachelor’s Degree, Commerce or Business Administration preferred;
- Work experience in tax or the financial services industry is an asset;
- Professional experience in a client service role;
- Completion of the Canadian Securities Course (CSC) is an asset;
- Proficient in Microsoft Office Suite (Word, Excel, Outlook and PowerPoint);
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
- Contribute to the continuous evolution of the firm
At Raymond James – we honor, value, 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.
Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. 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.
Salary Range: BC (based on Education, Work Experience, etc) $50,000-55,000 in addition to competitive performance bonuses/incentives.