About Company
Raymond James Ltd. is one of North America’s leading independent full-service investment dealers, with an extensive presence across Canada and the United States. With a steadfast commitment to client-first advice, unwavering integrity, and empowering independence, Raymond James helps financial advisors and their clients achieve their financial goals. We offer a comprehensive range of investment services, including private client services, investment banking, equity research, and institutional sales and trading. Our vibrant culture values entrepreneurship, diversity, and deep community involvement, fostering an environment where innovation thrives, and professional growth is consistently encouraged. Headquartered in St. Petersburg, Florida, with a significant and growing Canadian operation, Raymond James has been consistently recognized for its exceptional workplace culture and profound dedication to employee development. We firmly believe in providing our team members with the essential tools, resources, and unwavering support they need to succeed and make a truly meaningful impact.
Job Description
Are you a highly detail-oriented professional with a genuine passion for data and an innate knack for transforming complex information into clear, actionable insights? Raymond James Ltd. is actively seeking a dedicated and proactive Business Reporting Assistant to join our growing remote team. In this pivotal role, you will be instrumental in supporting our various business units across Canada by generating accurate, timely, and highly insightful reports that are crucial for driving strategic decision-making and operational excellence. Working remotely, while being connected to our presence in Eagle Ridge, Coquitlam, you will collaborate closely with diverse internal stakeholders, including financial advisors, operations managers, and senior leadership, to thoroughly understand their evolving reporting needs and deliver high-quality analytical support. This is an exciting opportunity for someone eager to significantly develop their skills in data analysis, reporting automation, and business intelligence within a dynamic, fast-paced, and supportive financial services environment. You will play a key role in maintaining data integrity, ensuring compliance with rigorous regulatory standards, and contributing to the continuous improvement of our reporting processes and tools. If you are a self-starter who thrives in a remote work setting, possesses strong analytical capabilities, excellent communication skills, and an unwavering commitment to precision, we strongly encourage you to apply. Join a company that deeply values your contribution, fosters an inclusive culture, and invests significantly in your professional growth and development, offering a clear path to becoming a data expert in the dynamic financial sector. Your work will directly contribute to the clarity and efficiency of our operations and the strategic direction of our client services.
Key Responsibilities
- Generate routine and ad-hoc business reports, dashboards, and presentations for various departments across the organization.
- Collect, clean, and validate data from multiple internal and external sources to ensure utmost accuracy and consistency.
- Assist in the development and ongoing maintenance of reporting templates, automation scripts, and automated reporting solutions.
- Perform initial data analysis to identify significant trends, anomalies, and key performance indicators (KPIs).
- Collaborate effectively with business stakeholders to understand their specific reporting requirements and translate them into clear, actionable technical specifications.
- Ensure all reports comply rigorously with internal policies, data governance standards, and relevant industry regulations.
- Support data governance initiatives by helping to maintain comprehensive data dictionaries and thorough documentation.
- Provide basic training and ongoing support to end-users on reporting tools, dashboards, and data interpretation.
- Continuously seek and implement opportunities to improve reporting efficiency, accuracy, timeliness, and overall impact.
- Participate in special projects related to data management, business intelligence, and process optimization as required.
Required Skills
- Proficiency in Microsoft Excel (advanced formulas, pivot tables, VLOOKUP, data visualization, macros).
- Strong analytical and problem-solving skills with meticulous attention to detail and accuracy.
- Excellent written and verbal communication skills, capable of explaining complex data and insights clearly and concisely.
- Ability to work independently, prioritize tasks effectively, and manage multiple priorities in a fast-paced remote environment.
- Demonstrated knowledge of data manipulation techniques and basic statistical concepts.
- Experience with reporting tools and business intelligence platforms (e.g., Tableau, Power BI, SQL).
- Minimum of 2 years of progressive experience in a data analysis, reporting, or similar administrative role.
Preferred Qualifications
- Bachelor's degree in Business Administration, Finance, Economics, Computer Science, or a closely related quantitative field.
- Prior experience working within the financial services industry.
- Familiarity with financial reporting standards and regulatory requirements (e.g., IIROC, OSC).
- Proficient experience with SQL for querying and extracting data from relational databases.
- Knowledge of automation tools or scripting languages (e.g., Python, VBA) for data processing.
Perks & Benefits
- Competitive salary and performance-based bonuses.
- Comprehensive health, dental, and vision benefits plan.
- Generous paid time off, sick leave, and flexible work arrangements.
- Company-matched retirement savings plan (RRSP/401K equivalent).
- Extensive opportunities for professional development, continuous learning, and career advancement.
- Remote work flexibility, fostering a healthy and sustainable work-life balance.
- Employee assistance program (EAP) and robust wellness initiatives.
- Inclusive and supportive company culture that values diversity and collaboration.
- Access to cutting-edge technology and advanced reporting tools.
- Employee stock purchase plan (ESPP) with company match.
How to Apply
To be considered for this exciting opportunity to join Raymond James Ltd., please submit your detailed resume and a compelling cover letter. In your cover letter, please articulate your relevant experience, highlight your passion for data and reporting, and explain why you believe you are an ideal candidate for a remote Business Reporting Assistant role. We encourage you to click on the application link provided below to directly access our careers portal and complete your application. Please ensure all required fields are accurately filled out to expedite the review process. We thank all applicants for their expressed interest; however, only those individuals selected for an interview will be contacted.