Registered Plans Associate - 1 Year Contract

Raymond James Ltd.; Vancouver; On-site; CAD 53,000 - 62,000; Full time

Job summary

A financial services firm in Vancouver is seeking a Registered Plans Associate on a 1-year contract. The role involves administering various tasks related to registered plans and requires 3 years of financial industry experience. Candidates should be proficient in Microsoft Office and possess strong customer service skills. Competitive salary and performance bonuses offered.

Benefits

Health Benefits

RRSP Matching

Employee Stock Purchase Plan

Paid Time Off

Volunteer Days

Discretionary Bonuses

Tuition Reimbursement

Qualifications

• Minimum of 3 years of financial industry or related administrative experience.
• Successful completion of the Canadian Securities Course is an asset.

Responsibilities

• Administer tasks involving registered plans products.
• Process transactions in registered plans.
• Provide support to resolve advisor queries.

Skills

Knowledge of investment concepts

Financial industry experience

Proficient in Microsoft Office

Excellent customer service skills

Organizational skills

Bilingual (English and French)

Education

Post-secondary education

Tools

Dataphile

Job description

Registered Plans Associate - 1 Year Contract

Join to apply for the Registered Plans Associate - 1 Year Contract role at Raymond James Ltd.

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.

Overview

The Registered Plans Associate will be responsible for various administrative / processing duties relating to Registered Plans. The work entails daily interaction with Financial Advisors, Sales Assistants, and members of our internal Operations department. The incumbent will acquire considerable knowledge of brokerage operations through this opportunity.

Responsibilities

• The administration of a wide variety of tasks involving registered plans products, including processing transactions in registered plans (RRSPs, RESPs, RRIFs, LIFs, TFSAs, LIRAs and FHSAs)
• Processing of contributions, de-registrations, unlocking, withholding tax submissions, trustee wires and non-qualified tax assessments
• Providing support independently or with team members in investigating and resolving advisor queries within SLA deadlines
• Maintaining and updating departmental procedures to ensure compliance
• Working closely with Tax, Estates, Transfers, Credit, and New Accounts to respond to advisor queries and resolve issues
• Assisting in registered plan related projects, including regulatory audits
• Other duties as assigned

What you can 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 include 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.

What we expect from you

• Fundamental knowledge of investment concepts, practices, and procedures used in the securities industry
• Financial industry experience, preferably in Operations or Registered Plans
• Proficient in Microsoft Office with willingness and ability to learn new applications
• Excellent customer service, organization, and prioritization skills
• Ability to work within deadlines in a high-volume and demanding environment with strong attention to detail
• Professional communication via email, videoconferencing, and telephone; relationship management
• Ability to work independently and collaboratively within a team
• Professional conduct to establish and maintain effective working relationships at all levels
• Discretion in handling confidential information
• Experience with Dataphile is an asset
• French language proficiency is an asset

Educational / Previous Experience Requirements

• Minimum of 3 years of financial industry or related administrative experience
• Post-secondary education

Licenses / Certifications

• Successful completion of the Canadian Securities Course is an asset

We encourage our associates at all levels to

• Grow professionally and inspire others
• Work with and through others to achieve outcomes
• Make prompt, pragmatic choices with the client in mind
• Take ownership and accountability for delivering results
• Contribute to the continuous evolution of the firm

At Raymond James – we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. The Company is an equal opportunity employer and makes employment decisions on the basis of merit and business needs. To request accommodations, candidates may contact Human Resources via email at [e-mail].

Salary Range : BC (based on Education, Work Experience, etc) $53,000 - 62,000 in addition to competitive performance bonuses / incentives.

Job Details

• Job : Operations
• Primary Location : CA-BC-Vancouver-Vancouver
• Organization : Operations
• Schedule : Full-time
• Status : Temporary Full-Time
• Seniority level : Mid-Senior level
• Employment type : Contract
• Job function : Finance and Sales

Equal opportunity employer. Referrals may increase your chances of interviewing. This job posting initially appeared in Burnaby / Coquitlam / Maple Ridge / Richmond, BC locations and is subject to change or removal at any time.

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