Operations Associate, Tax Preparation

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How does the role impact the organization?

As a key member of the Tax Preparation Services team, the successful candidate must be highly organized, detail-oriented and self-motivated. As the role will include interactions with financial advisors and clients, the successful candidate must also display professional levels of verbal and written communication, be client-service driven and possess exceptional interpersonal skills.

What is the position responsible for?

• Review, modify and prepare templates, letters, reports, PowerPoint presentations, Word documents, Excel workbooks and other correspondence materials; research, compile and summarize information/data ;
• Support leader(s) through calendar and email management ;
• Administer invoicing, processing receivables and CRA remittances ;
• Service and oversee General Inbox of clients’ general day-to-day requests ;
• Communicate internally with various operational and administrative departments;
• Enter, review and maintain client accounts and contact information in the Client Relationship Management (CRM) platform and network drives;
• Review upcoming deadlines and work requirements with the team; coordinate the logistics and flow of work to specific team members (i.e., documents for review/signature) ;
• Coordinate and schedule internal and external meeting and appointment logistics and prepare supporting material ;
• Maintain electronic and paper filing systems ;
• Contribute to the development of new ideas and approaches to improve work processes ;
• Work collaboratively with other team members and leadership ; and
• Maintain flexibility to work overtime, as necessary.

What can you expect from us?

Our most important investment is in people. Upon eligibility, Raymond James Ltd offers flexible workstyles, 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?

• Proficient in MS Office (Word, Excel, PowerPoint, and Outlook) ;
• Organizing, multi-tasking, and prioritizing ;
• Build strong relationship skills ;
• Manage competing priorities ;
• Work on simultaneous projects and
• French is an asset.

Educational/ Previous Experience Requirements

• Post-secondary education in business administration is considered an asset ;
• Strong interpersonal skills with demonstrated focus on client service ;
• Exceptional verbal and written communication abilities ;
• 2+ years of increasingly complex administrative responsibilities in a previous professional services environment
• Experience in a public practice accounting firm is considered an asset ; and
• Excellent organizational and time management skills, with the ability to manage multiple tasks simultaneously.

How to differentiate yourself from others: (optional)

• Experience working with TaxPrep is an asset; and
• CRM (Customer Relationship Management) software is an asset;

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: BC (based on Education, Work Experience, etc) $50,000-55,000 in addition to competitive performance bonuses/incentives

Seniority level: Not Applicable

Employment type: Full-time

Job function: Finance

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Locations: Burnaby, Surrey, Coquitlam, Richmond

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