Account Profile Associate

3 weeks 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 will your role be 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; and
- Provide timely and effective internal as well as external client service.

**What can you 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 range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more We also support internal promotion and community involvement.

Qualifications - External

**What do we expect from you?**
- **To qualify for this opportunity you possess**:_
- Concepts, practices and procedures of securities industry and/or banking compliance;
- Principles of finance and securities industry operations;
- Work within deadlines in a high-volume and demanding environment while maintaining a high level of service and an imperative attention to detail;
- 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**
- A minimum of 1 year of industry related experience; and
- Post-secondary education.

**We encourage 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

At Raymond James - we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

**Salary Range: BC (based on Education, Work Experience, etc)** $45,000-$55,000 in addition to competitive performance bonuses/incentives.

**Job Types**: Full-time, Permanent

Pay: 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: Hybrid remote in Vancouver, BC V6C 3L2

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