Account Profile Associate- Entry Level

2 months ago


Vancouver, Canada Raymond James Ltd Full time

_At Raymond James, _**we **_develop, _**we **_collaborate, _**we **_decide, _**we **_deliver, and _**we **_improve together_.

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.

**Account Profile Associate**

**How does the role impact the organization?**

This role provides support to the branches and is responsible for ensuring the clients’ profile information is accurate and readily available.

**What is the position responsible for?**
- 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;
- 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;
- Provide timely and effective internal as well as external client service; and
- Other duties as assigned.

**What can you expect from us?**

Our most important investment is in people, Raymond James Ltd offers **flexible workstyles,** a competitive compensation and benefits package. Our benefits range from Health Benefits, Paid Time Off, Volunteer Days, and many more We also support internal promotion and community involvement.

**Qualifications**

**Knowledge of**
- Concepts, practices and procedures of securities industry and/or banking compliance;
- Principles of finance and securities industry operations; and

**Skill in**

**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;
- Work independently as well as collaboratively within a team environment;
- Communicate proficiently in French is an asset;
- Demonstrate a professional manner to establish and maintain effective working relationships at all levels of the organization; and
- Exercise tact and discretion in the handling of confidential information.
- Educational/Previous Experience Requirements

**Educational/Previous Experience Requirements**
- A minimum of 1 year of industry related experience; and
- Post-secondary education.

**Job Type**: Fixed term contract

**Salary**: From $50,000.00 per year

**Benefits**:

- Company events
- Dental care
- Extended health care
- Paid time off
- Vision care
- Wellness program

Schedule:

- Monday to Friday

Work Location: One location



  • Vancouver, Canada Raymond James Financial, Inc. Full time

    **Account Profile Associate** - 2400943 - At Raymond James,_ _**_we_**_ _**_develop,_ _**_we_**_ _**_collaborate,_ _**_we_**_ _**_decide,_ _**_we_**_ _**_deliver, and_ _**_we_**_ _**_improve together_. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking...


  • Vancouver, Canada Raymond James Ltd Full time

    _At Raymond James, _**we **_develop, _**we **_collaborate, _**we **_decide, _**we **_deliver, and _**we **_improve together_. 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. - **Account Profile...


  • Vancouver, Canada TT ACQUISITION INC Full time

    At TT Acquisitions, our goal this year is to ensure client outreach goes beyond the status quo. We make it a point to become an expert on our clients' brands to acquire and maintain customer satisfaction. Our commitment to excellence allows our Account Manager Trainees to continue to capture new markets while maintaining steady relationships with our current...


  • Vancouver, Canada Raymond James Financial, Inc. Full time

    **Account Profile Associate - 14 Month Contract** - 2400198 - At Raymond James,_ _**_we_**_ _**_develop,_ _**_we_**_ _**_collaborate,_ _**_we_**_ _**_decide,_ _**_we_**_ _**_deliver, and_ _**_we_**_ _**_improve together_. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to...

  • Associate Consultant

    1 month ago


    Vancouver, Canada IBM Full time

    **Introduction** At IBM, we know that transformation drives change, and it is in our DNA to continuously transform. Our Business Transformation Consultants help drive large scale change that spans IBM business units and geographies. As a part of this team, you will have the unique opportunity to be a part of driving IBM’s ongoing transformation as a...

  • Entry Level

    2 weeks ago


    Vancouver, BC, Canada Serondanetwork Full time

    Join Seronda Networks as an Entry Level Communications Specialist! About Us: At Seronda Networks, we're more than just a technology company – we're a community of innovators dedicated to pushing boundaries and shaping the future. Working Hours: Monday to Friday Assist in developing and implementing communication strategies to promote Seronda Networks'...


  • Vancouver, Canada Escape Fire Protection Ltd Full time

    In business since 2004, **Escape Fire Protection Ltd. **is a well-established sprinkler-system contractor with long-term, high-profile projects throughout the lower mainland. Being one of the most sought-after installation companies in the Lower Mainland, we are adding all levels of Sprinkler Fitters to our ever-growing team! We are looking to bring on...


  • Vancouver, Canada FirstService Residential, British Columbia Full time

    The **Accounts Receivable Data Entry Clerk** is responsible for entering payment data into the accounting system in order to assist the accounts receivable team. **The position is ideal for a highly organized, motivated self-starter who can work well with deadlines and is able to multitask.** This associate supports the work of internal teams and external...


  • West Vancouver, Canada Mulgrave School, The International School of Vancouver Full time

    **Job Summary**: To provide accounting, data-entry support to the Senior Accounting Clerk and overall accounting department. This role focuses on data entry and plays an integral role in the accuracy and integrity of the accounting data. This person must maintain a high level of confidentiality and have excellent interpersonal and customer-facing skills....


  • Vancouver, Canada ARDEX Americas Full time

    We have an opportunity for an individual looking to develop a career as an entry level **ARCHITECTURAL REPRESENTATIVE**, as part of our **WESTERN CANADA** team (with a focus and home residence of **VANCOUVER**). You will have a 4-year college degree in a business or industry related field, together with familiarity with architectural specifications and...


  • Vancouver, Canada ARDEX Americas Full time

    We have an opportunity for an individual looking to develop a career as an entry level **ARCHITECTURAL REPRESENTATIVE**, as part of our **WESTERN CANADA** team (with a focus and home residence of **VANCOUVER**). You will have a 4-year college degree in a business or industry related field, together with familiarity with architectural specifications and...

  • Accounting Technician

    1 month ago


    Vancouver, Canada IRENE CHANG & ASSOCIATE INC. CPA Full time

    Education: College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years - Experience: 2 years to less than 3 years - or equivalent experience **Work setting**: - Work in employer's/client's home **Tasks**: - Calculate and prepare cheques for payroll - Calculate fixed assets and depreciation - Keep financial records and...


  • Vancouver, Canada Certified Labs Full time

    Looking for a career that offers freedom, flexibility, personal and financial growth while getting top training and mentoring? At Certified Labs we have a need for an ambitious, entry level, outside sales representative in the Vancouver, BC area. As you grow with us, your earnings will rapidly increase with uncapped commissions. Over half our sales...


  • Vancouver, Canada Shaun Raymond U.S. Tax Services, Inc. Full time

    Ability to work in a dynamic environment, both independently and in a team setting - Excellent oral and written communication skills - Attention to detail and accuracy - Strong computer skills, including MS Office - Good time management and ability to meet deadlines - Exposure to U.S. and Canadian tax, personal and corporate is an asset - Exposure to U.S....


  • Vancouver, Canada Shaun Raymond U.S. Tax Services, Inc. Full time

    We are looking for the following skills and attributes: - Ability to work in a dynamic environment, both independently and in a team setting - Excellent oral and written communication skills - Attention to detail and accuracy - Strong computer skills, including MS Office - Good time management and ability to meet deadlines - Exposure to U.S. and Canadian...


  • Vancouver, Canada CB Canada Full time

    Business Development Executive ~ Entry Level #NewOpportunity #ImmediateHire #BusinessGrowth Availability: Full Time preferred Start Date: As soon as possible, can be negotiable Business Development Executive Summary: As a Business Development Executive your main focus and goal is to work with a range of individuals within the team to further their...


  • Vancouver, Canada CB Canada Full time

    Business Development Executive ~ Entry Level #NewOpportunity #ImmediateHire #BusinessGrowth Availability: Full Time preferred Start Date: As soon as possible, can be negotiable Business Development Executive Summary: As a Business Development Executive your main focus and goal is to work with a range of individuals within the team to further their...


  • Vancouver, Canada FirstService Residential, British Columbia Full time

    The **Accounts Receivable Data Entry Clerk** is responsible for entering data into a database in order to assist the accounts receivable team and ensure that our internal data is accurately maintained. The position is ideal for a highly motivated self-starter who can support the work of internal teams and external clients and customers through: - Being...

  • Cad Technician

    1 week ago


    Vancouver, Canada Moffatt and Nichol Full time

    Moffatt & Nichol specializes in large complex waterfront infrastructure projects and is recognized as one of the worldwide leaders in this field. We are actively looking for an entry level CAD Technician with Revit experience to join any of the listed offices. Moffatt & Nichol is a leading U.S.based global infrastructure advisor specializing in the planning...


  • Vancouver, Canada Perosa Insurance Agencies Full time

    Our agency is rapidly expanding and we are currently looking for an Entry-Level Insurance Agent to join our ranks. - **Duties**:_ - Develop and maintain client relationships through effective communication and exceptional customer service - Analyze clients' insurance needs and provide appropriate coverage options - Educate clients on insurance policies,...