Become an Operations Support Associate at Raymond James, focused on enhancing the business operations of our Private Client Group. Your expertise will support financial advisors in Canada and the U.S.
As part of the RJLU team, you will serve as a pivotal point for financial advisors, ensuring they have the necessary support through effective training and operational excellence. Your role also involves reviewing and improving existing processes and collaborating with internal teams like Compliance and IT for smooth operations.
Key Responsibilities
Assist in the training of financial advisors on operational tools
Work closely with multiple departments for comprehensive support
Proactively seek and implement process enhancements
Ensure thorough follow-up for all assigned tasks
Complete additional responsibilities as required
Requirements:
University degree or related experience
5+ years in the financial services sector
Sales experience is an asset
Solid skills in Microsoft Office and adaptability
Ability to exercise discretion with sensitive information
Support the operational needs of financial advisors and clients while driving success at Raymond James.
📌 Raymond James Operations Support Associate Vancouver (Canada)
🏢 Raymond James Financial
📍 Canada
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