Mutual Funds Associate - 12 Month Contract

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

Benefits offered by this job

Health benefits

RRSP matching

Employee Stock Purchase Plan

Paid Time Off

Volunteer Days

Tuition reimbursement

Job summary

Raymond James Ltd. is seeking a Mutual Funds Associate for a 12-month contract in Vancouver. The role involves handling systematic plans and non-financial updates, ensuring meticulous management of documentation and client requests in a fast-paced environment.

The successful candidate will exhibit strong organizational skills, attention to detail, and an understanding of investment concepts. We offer flexible workstyles and a competitive benefits package including health benefits and RRSP matching.

Qualifications

• Fundamental knowledge of investment concepts and practices
• Ability to work within deadlines in a high-volume environment
• Professional manner to establish effective working relationships

Responsibilities

• Submit and follow up on mutual fund systematic plan requests
• Process internal transfer requests using FundSERV
• Review and forward applications for processing

Skills

Customer service skills

Organizational skills

Attention to detail

Relationship management skills

Education

Minimum of 2 years of industry-related experience

Tools

Microsoft Office

Dataphile / FundSERV

Job description

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.

Mutual Funds Associate – 12 Month Contract

The Mutual Funds Associate will be responsible for supporting the Systematic Plans and Non-Financial Updates functions within the department. Responsibilities will include reviewing and submitting Systematic Plan instructions to fund companies, following up with Non-Financial updates submitted through XML to fund companies, and processing Internal Transfers requests. Due to the time sensitivity of these functions, the successful candidate must possess excellent time management skills and an exceptional attention to detail.

Responsibilities

• Submit and follow up on mutual fund systematic plan requests at fund companies
• Process internal transfer of RJL mutual fund positions using FundSERV
• Manually submit internal transfer requests to mutual fund companies
• Submit advisor and client demographic information to mutual fund companies
• Review and forward for processing all manual Segregated Fund and Offbook Account applications
• Assist/backup other team members as needed

Benefits

We offer flexible workstyles, a competitive compensation and benefits package, including health benefits, RRSP matching, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, discretionary bonuses, tuition reimbursement, and more. We also support internal promotion and community involvement.

Qualifications

• Fundamental knowledge of investment concepts, practices, and procedures used in the securities industry
• Microsoft Office with a willingness and ability to learn new applications
• Customer service, organization, and prioritization skills
• The ability to work within deadlines in a high-volume and demanding environment while maintaining a high level of service and an imperative attention to detail
• Advanced face-to-face, email, videoconferencing, and telephone etiquette and relationship management skills
• Work independently as well as collaboratively within a team environment
• Professional manner to establish and maintain effective working relationships at all levels of the organization
• Tact and discretion in handling confidential information

Educational/Previous Experience Requirements

• Minimum of 2 years of industry related experience

Differentiate Yourself

• Dataphile / FundSERV
• Communicate proficiently in French is an asset

Professional Growth

• 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 ourselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

Compensation

Salary range: $50,000–60,000 annually, in addition to competitive performance bonuses/incentives. Actual compensation will be determined based on skills, experience, internal equity, and other job requirements.

Equal Opportunity

Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Job Information

Location: Vancouver, BC, Canada. Schedule: Full-time. Status: Temporary Full-Time.