Administrative Assistant (Tax Support)
About the role
- 2600209
At Raymond James,wedevelop,wecollaborate,wedecide,wedeliver, andwe**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.
Administrative Assistant (Tax Support)
How does the role impact the organization?
We are currently seeking a seasonal Administrative Assistant to support our branch and advisors during periods of high volume for a duration of 1-2 months. This role is primarily responsible for supporting our Financial Advisors with tax preparation and provide general administrative support.
What will your role be responsible for?
- Support the preparation of personal tax returns for Raymond James investment clients in a timely and accurate manner
- Gathering information from clients, CRA online portal and internal reports
- Corresponding with clients or Financial Advisors/Agents to identify and obtain missing information
- Support general daily office operations such as responding to emails, phone calls and inquiries in a professional manner
What do we expect from you?
To qualify for this opportunity you possess:
- Working towards or completion of a post-secondary degree;
- Recent experience in Canadian tax preparation of Personal (T1) returns and experience in preparing Trust(T3) returns is an asset;
- Experience with CCH TaxPrep, CRA Represent a Client, MS Office and Adobe Acrobat is an asset;
- Work within deadlines in a high-volume and demanding environment while maintaining a high level of service and an imperative attention to detail;
- Demonstrate email, videoconferencing, and telephone etiquette and relationship management skills;
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 basis of merit and business needs.
Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.
Salary Range:$21-25/hourly.
Actual compensation will be determined based on skills, experience, internal equity, and other job requirements.
This posting is for an existing vacancy.
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 basis of merit and business needs.
Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.
We may use automated or AI-enabled tools to support parts of our recruitment and screening process, including screening, assessing or selecting applicants where applicable. These tools help us review applications efficiently, but they do not replace human decision-making.
JobOperations
Primary LocationCA-BC-Vancouver-Vancouver
OrganizationBranch
SchedulePart-time
StatusPermanent Part-Time
About Raymond James
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF).
Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023).
Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
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Administrative Assistant (Tax Support)
About the role
- 2600209
At Raymond James,wedevelop,wecollaborate,wedecide,wedeliver, andwe**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.
Administrative Assistant (Tax Support)
How does the role impact the organization?
We are currently seeking a seasonal Administrative Assistant to support our branch and advisors during periods of high volume for a duration of 1-2 months. This role is primarily responsible for supporting our Financial Advisors with tax preparation and provide general administrative support.
What will your role be responsible for?
- Support the preparation of personal tax returns for Raymond James investment clients in a timely and accurate manner
- Gathering information from clients, CRA online portal and internal reports
- Corresponding with clients or Financial Advisors/Agents to identify and obtain missing information
- Support general daily office operations such as responding to emails, phone calls and inquiries in a professional manner
What do we expect from you?
To qualify for this opportunity you possess:
- Working towards or completion of a post-secondary degree;
- Recent experience in Canadian tax preparation of Personal (T1) returns and experience in preparing Trust(T3) returns is an asset;
- Experience with CCH TaxPrep, CRA Represent a Client, MS Office and Adobe Acrobat is an asset;
- Work within deadlines in a high-volume and demanding environment while maintaining a high level of service and an imperative attention to detail;
- Demonstrate email, videoconferencing, and telephone etiquette and relationship management skills;
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 basis of merit and business needs.
Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.
Salary Range:$21-25/hourly.
Actual compensation will be determined based on skills, experience, internal equity, and other job requirements.
This posting is for an existing vacancy.
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 basis of merit and business needs.
Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.
We may use automated or AI-enabled tools to support parts of our recruitment and screening process, including screening, assessing or selecting applicants where applicable. These tools help us review applications efficiently, but they do not replace human decision-making.
JobOperations
Primary LocationCA-BC-Vancouver-Vancouver
OrganizationBranch
SchedulePart-time
StatusPermanent Part-Time
About Raymond James
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF).
Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023).
Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.