Transition Administrator

3 weeks ago

Vancouver, Canada Raymond James Financial Full time

**Transition Administrator (Vancouver/Toronto)**
- 2302756

**Job Summary**

Under the direction of the Supervisor, Transition Services, the Transition Administrator is responsible for providing support and acting as a liaison between the home office and new Financial Advisors (FAs) joining Raymond James branch offices.

The Transition Administrator’s responsibilities are wide-ranging and include the requirement to educate new Financial Advisor/Agents and their staff on Raymond James policies and procedures. Additionally, coordinate and distribute information regarding IIROC registration and insurance. As the transition progresses, the Transition Administrator will facilitate the office set up including IT, maintain ongoing communication between the Financial Advisor/Agent and Raymond James departments and troubleshoot any transition issues.

**Essential Duties and Responsibilities**
- Assist the National Sales team in transitioning Financial Advisors/Agents in Canada to Raymond James;
- Maintain an ongoing dialogue with transitioning Financial Advisors/Agents to Raymond James;
- Understand and educate transitioning Financial Advisors/Agents and their support staff on the policies and procedures relating to operations, compliance, marketing, technology, investment products and general business issues;
- Be responsible for the maintenance of a comprehensive process from the initial training to the ongoing support of new Advisors;
- Arrange to provide branches with preliminary and ongoing operational training;
- Customize transition requirements to the needs of the Financial Advisors/Agents;
- Provide onsite branch support as needed;
- Coordinate approval and printing process for stationary and business cards;
- Act as the primary point of contact for all assigned transitions;
- Manage weekly transition calls/meetings with Financial Advisors/Agents and their teams;
- Maintain transition checklist and communicate progress of transition to Supervisor, Transition Services;
- Participate in internal projects; and
- Other duties and responsibilities as assigned.

**Knowledge, Skills, and Abilities**

**Knowledge of**
- Fundamental investment concepts, practices, and procedures used in the securities industry.

**Skill in**
- Problem solving.

**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;
- Demonstrate excellent work commitment and willingness to accept additional responsibilities;
- Assist others with flexibility and willingness as required;
- Work independently as well as collaboratively within a team environment;
- 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; and
- Communicate proficiently

**Educational/Previous Experience Requirements**
- 3 or more years’ experience in the Investment Brokerage or Financial Services Industry; and
- Post-secondary diploma or degree.

**Licenses/Certifications**
- Investment Representative licensing is an asset; or
- Completion of the Canadian Securities Course (CSC) and / or the Conduct and Practices Handbook Couse (CPH) is an asset.

**Travel**
- Travel may be required up to 50% of the time.

**Raymond James Guiding Behaviors**

**Raymond James Guiding Behaviours**

At Raymond James Ltd, our associates use five guiding behaviours (Develop, Collaborate, Decide, Deliver, and Improve) to deliver on the firm's core values of client-first, integrity, conservatism and independence.

We expect our associates at all levels to:

- 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 themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm

**Job** Administrative & Support Services

**Primary Location** CA-BC-Vancouver-Vancouver

**Other Locations** CA-ON-Toronto-Toronto

**Organization** PCG Admin

**Schedule** Full-time

**Status** Permanent Full-Time

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