Corporate Access - Toronto, Canada - Raymond James Financial, Inc.

Raymond James Financial, Inc.

Verified Company

Toronto, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Corporate Access & Sales Assistant

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.

_ Corporate Access & Sales Assistant_

How does the role impact the organization?

What will your role be responsible for?

Work closely with the Corporate Access Specialist and Sales team to identify opportunities for corporate access, including deal and nondeal roadshows, conferences, hybrid events, conferences, seminars, investor tours, and analyst marketing days
Manage itineraries, create and update marketing materials including presentations
Coordinate logistics for inhouse events, including meeting room bookings, catering arrangements, AV requirements, and recordkeeping.
Monitor and report on investor feedback and market trends to help team members make informed decisions
Assist Conference & Special Events Coordinators with field trips, forums, symposiums and conferences
Develop and maintain a comprehensive database of investors, including their investment criteria and preferences while creating account activity reports as requested
Create account activity reports as requested.
Manage logistics for inhouse events including meeting room bookings, catering arrangements, AV requirements and recordkeeping
Analyze corporate access activity on an ongoing basis to proactively provide feedback and suggestions to internal stakeholders and clients
Assist the Sales, Trading, Research and Corporate Access teams in providing timely, confidential and professional service to all clients both internal and external
Other duties as assigned which may include helping route callers on the trading desk, assisting with travel arrangements, preparing expense reports, etc.

What can you expect from us?
Our most important investment is in people. Upon eligibility, Raymond James Ltd offers
, 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:_

Knowledge of

Basic understanding of the capital markets, institutional clients, and corporate clients
Fundamental investment concepts, practices, and procedures used in the securities industry
CRM tools (e.g. Ipreo/BigDough) considered an asset

Skill in

Professionalism with superior organizational and administrative skills
Excellent proficiency with MS Office software, including Excel, PowerPoint, Outlook and Word
Strong project management skills, with the ability to manage multiple projects simultaneously
Strategic thinking and problemsolving

Ability to

Manage direct contact with clients: senior corporate executives & investors
Handle multiple timesensitive tasks with accuracy
Work within deadlines in a dynamic, fastpaced, and demanding environment while maintaining a high level of service and attention to detail
Work independently as well as collaboratively within a team environment
Demonstrate a professional manner to establish and maintain effective working relationships at all levels of the organization
Exercise tact and discretion in the handling of confidential information
Ability to adapt to changing market conditions and client needs
A positive, enthusiastic and energetic attitude
Communicate proficiently in French is considered an asset
Strong problemsolving skills and a proactive approach to addressing issues.
Ability to anticipate the needs of the executive and take initiative
Meticulous attention to detail in tasks, scheduling, and documentation
Participate in ongoing professional development

Educational/Previous Experience Requirements

Postsecondary education.
5+ years of experience in an executive support role within institutional sales, corporate access, or investor relations or project management
Keen interest in capital markets and investor relations.
Proven track record of building and maintaining relationships with clients

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 aut