Registered Plans Associate Flexible Roles & Growth

Raymond James Ltd.; Vancouver; On-site; CAD 54,000 - 60,000; Full time

Benefits offered by this job

Health benefits

RRSP matching

Employee stock purchase plan

Paid time off

Volunteer days

Discretionary bonuses

Tuition reimbursement

Job summary

Raymond James Ltd. is seeking a Registered Plans Associate in Vancouver to handle administration of registered plans and provide support to Financial Advisors and internal teams. The role offers exposure to brokerage operations and a collaborative, growth-focused environment.

The successful candidate will have at least 3 years in financial admin, strong Microsoft Office skills, and the ability to manage deadlines in a fast-paced setting. A Canadian Securities Course is an asset.

Qualifications

• Minimum 3 years of financial industry or related administrative experience.
• Proficient in Microsoft Office with ability to learn new applications.
• Excellent customer service, organization and prioritization skills.
• Demonstrate professionalism and effective relationship management at all levels of the organization.
• Experience with Dataphile is an asset and French language is an asset.

Responsibilities

• Administer a wide variety of tasks involving registered plans products (RRSPs, RESPs, RRIFs, LIFs, TFSAs, LIRAs, FHSAs).
• Process contributions, de-registrations, un-locking, withholding tax submissions, trustee wires.
• Investigate and resolve advisor queries within SLA deadlines, alone or with teammates.
• Maintain and update departmental procedures to ensure compliance.
• Collaborate with Tax, Estates, Transfers, Credit, and New Accounts to respond to queries.
• Assist in registered plan projects, including regulatory audits.
• Perform additional duties as assigned.

Skills

Customer service

Organization

Prioritization

Teamwork

Communication

Education

Post-secondary education

Tools

Microsoft Office

Dataphile

Job description

Raymond James Ltd. is seeking a Registered Plans Associate in Vancouver to handle administration of registered plans and provide support to Financial Advisors and internal teams. The role offers exposure to brokerage operations and a collaborative, growth-focused environment.

The successful candidate will have at least 3 years in financial admin, strong Microsoft Office skills, and the ability to manage deadlines in a fast-paced setting. A Canadian Securities Course is an asset.