Associate, Tax & Client Reporting - 6 Month Contract

Raymond James•Vancouver, BC

3d•CA$50,000 - CA$60,000•Onsite

About The Position

The Tax & Client Reporting Associate requires an organized, hardworking, team-oriented and technologically 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.

Requirements

Fundamental investment concepts, practices, and procedures used in the securities industry;
Exceptional organizational skills and the ability to manage multiple responsibilities effectively;
Strong professional communication skills, both verbal and written;
Proficient in time management, prioritizing tasks, and meeting deadlines;
Demonstrated ability in building and maintaining positive relationships with clients and colleagues;
Meticulous attention to detail in all tasks and activities;
Customer-centric mindset with a focus on providing excellent client service;
Bachelor’s Degree, Commerce or Business Administration preferred;
Work experience in tax or the financial services industry is an asset;
Experience working with the Broadridge Dataphile application;
Professional experience in a client service role;
Completion of the Canadian Securities Course (CSC) is an asset;
Proficient in Microsoft Office Suite (Excel, Word, Outlook and PowerPoint);

Responsibilities

Ensure timely, accurate data processing within prescribed service standards of routine tasks and projects;
Provide support and solutions to inquiries from Investment Advisor teams and other internal departments;
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.