Finance Reporting Associate - Vancouver, Canada - Raymond James Financial

Sophia Lee

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Description

Finance Reporting Associate

Job Summary

Essential Duties and Responsibilities

  • Assist with daily creation and balancing of trade files for internal database;
  • Create daily and monthly reports to be distributed to senior managers in ECM and Compliance;
  • Assist with the monthly financial reporting process;
  • Prepare and distribute monthly and quarterly management reports;
  • Administer CSA/Soft dollar programs for Institutional clients;
  • Prepare preliminary annual budget information for ECM departments;
  • Liaise with RJA with regards to compliance, financial reporting and other items pertaining to ECM;
  • Assist with projects and initiatives as required; and
  • Other duties assigned.

Knowledge, Skills, and Abilities

  • Postsecondary education with knowledge of basic accounting is an asset;
  • Financial industry experience is an asset;
  • Proficiency in Excel and Outlook;
  • Exemplary organizational skills and the ability to work quickly;
  • Excellent written and verbal communication skills;
  • The ability to demonstrate excellent client service and collaboration;
  • The ability to work effectively both independently and within a team environment;
  • An attention to detail;
  • Exemplary problem solving skills and the ability for adaptation;

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 Accounting & Finance


Primary Location CA-BC-Vancouver-Vancouver


Organization Finance & Accounting


Schedule Full-time


Status Permanent Full-Time

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