Mutual Funds Associate

3 weeks ago

Vancouver, Canada Raymond James Financial, Inc. Full time

**Mutual Funds Associate**
- 2401082
- 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.

**_Mutual Funds Associate_**

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

**What is the position responsible for?**
- Submit and follow up on mutual fund systematic plan requests at fund companies;
- Process internal transfer of RJL mutual fund positions using FundSERV;
- Manually submit internal transfer requests to mutual fund companies;
- Submit advisor and client demographic information to mutual fund companies;
- Assist/backup other team members as needed.

**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**
- Fundamental knowledge of investment concepts, practices, and procedures used in the securities industry;
- Customer service, organization, and prioritization;
- The 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;
- 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;
**Educational/Previous Experience Requirements**
- A minimum of 2 years of industry related experience.

**How to differentiate yourself from others**:

- Dataphile / FundSERV; and
- Communicate proficiently in French is an asset.

**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)** $50,00-60,000 in addition to competitive performance bonuses/incentives.

**Job** Operations

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

**Organization** Operations

**Schedule** Full-time

**Status** Permanent Full-Time

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