Associate, Tax & Client Reporting - 6 Month Contract )

Raymond James Ltd. is Canada’s leading independent investment dealer offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

How does the role impact the organization?

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.

What will your role be responsible for?

• 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 mai...