Ifs Operations Associate - Toronto, Canada - Raymond James Financial

Raymond James Financial

Verified Company

Toronto, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

IFS Operations Associate (Billingual)

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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.

IFS - OPERATIONS ASSOCIATE (BILLIINGUAL)

Independent Agency Division, PCG

How does the role impact the organization?
Raymond James Ltd.

is seeking an organized and self-motivated Bilingual IFS Operations Associate to join the Independent Financial Services Leadership team with Raymond James Ltd.

Raymond James Ltd.

is one of Canada's leading full-service independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

The primary role of the Bilingual IFS Operations Associate is to provide operational and administrative support to the IFS Management team and ensure the agency network is supported efficiently and effectively.

The individual will assist in the implementation of department directives and ensure that a high level of service quality is evident in all aspects of day-to-day operations.

Previous experience as a Branch Administrator, Branch Associate or Sales Assistant in the Investment Industry would be an asset.

What will your role be responsible for?

Perform administrative duties, including: calendar management, maintaining records, and miscellaneous administrative support as needed
Coordinate business meetings, conferences and presentations. Prepare agendas and materials.
Facilitate credit/compliance checks for nontargeted hires to the agency division
Coordinate complex travel arrangements
Internal moves coordination including reviewing location requests
Collaboration with stakeholders to ensure all IFS Agents, Advisors and Associates have completed mandatory training requirements.
Prepare expense reports for travelling members of the IFS Leadership team
Coordinate Advisor onboarding due diligence for the Agency division.
Interact with agency office stakeholders to manage general questions or queries
Assist with organization, management & execution of advisor events, national conferences and seminars as needed.
Coordinates certain recruiting functions such as posting agency job descriptions, vetting nonproducing registrants and documenting hires in Microsoft Dynamics CRM.
IFS Title request coordination
Task coverage for planned and unplanned absences for IFS Leadership team members.
Other projects and duties as assigned.

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

MS Office particularly Word, Excel, PowerPoint and Outlook.
Wealth Management industry

Skill in

Excellent oral and written communication skills in English and French
Customer focused, ability to multi task
Good time management

- positive communication;

Problem solving; and
Interpersonal communication.

Ability to

Work effectively both independently and within a team environment;
Provide excellent work commitment and show willingness to accept additional responsibilities;
Prioritize, multitask, work within time constraints and followup; and
Handle confidential information with tact and discretion.

Educational/Previous Experience Requirements

Minimum three (2) years' experience in the Investment Brokerage or Financial Services Industry or applicable degree in Financial Services

OR
- two (3) years in a high end service related field e.g. Hospitality, Food and Beverage.

Licenses/Certifications

CSC/CPH licensed would be an asset but not required

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 bas