Account Profile & Data Specialist

Raymond James Ltd.; Vancouver; On-site; CAD 50,000 - 60,000; Full time

Benefits offered by this job

Flexible workstyles

Health benefits

RRSP matching program

Employee stock purchase plan

Paid time off

Volunteer days

Discretionary bonuses

Tuition reimbursement

Job summary

Raymond James Ltd. in Vancouver, BC is seeking an Account Profile Associate to support branches by ensuring client profile information is accurate and accessible.

The role emphasizes accurate data handling, plus ongoing account updates and process documentation. The position requires 1 year of industry experience and post-secondary education, with strong MS Office skills and a client-focused service mindset.

Qualifications

• Concepts, practices and procedures of securities industry and/or banking compliance;
• Principles of finance and securities industry operations;
• Dataphile application, EDMS, or similar electronic document management systems, as related to document filing;
• Microsoft Office with a willingness and ability to learn new applications;
• 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;
• Communicate proficiently in French is an asset;
• Demonstrate a professional manner to establish and maintain effective working relationships at all levels of the organization;
• Exercise tact and discretion in the handling of confidential information.

Responsibilities

• Participate in the general administration of New Account openings, Account Updates to client information, recurring event setups, quality control review, and external mail duties;
• Collect and record New Account and Account Update data for Key Performance Measurement tracking;
• Update the Procedure Manual as required by changes in processing and workflow;
• Assist in Account Update initiatives;
• Collect and record New Account and Account Update data for Key Performance Measurement tracking; and
• Provide timely and effective internal as well as external client service.

Skills

Microsoft Office

Email etiquette

Relationship management

French (asset)

Education

Post-secondary education

Tools

Dataphile

EDMS

Job description

Raymond James Ltd. in Vancouver, BC is seeking an Account Profile Associate to support branches by ensuring client profile information is accurate and accessible.

The role emphasizes accurate data handling, plus ongoing account updates and process documentation. The position requires 1 year of industry experience and post-secondary education, with strong MS Office skills and a client-focused service mindset.