Asset Management Services Administrator

2 months ago

Vancouver, Canada Raymond James Financial, Inc. Full time

**Asset Management Services Administrator**
- 2400660
- 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.

**_ Asset Management Services Administrator_**

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

As a member of the Asset Management Services team, you will play a vital role in ensuring the accurate stewardship of client’s fee-based assets and the overall goal of increasing fee-based assets and revenues at Raymond James Ltd.

**What will your role be responsible for?**
- Monitor incoming communications for general fee-based inquires as required.
- Generation of quarterly statements for managed accounts programs, including setting up and maintain client accounts for statement creation purposes.
- Processing incoming documentation for fee-based accounts.
- Maintaining fee-based accounts are accurate for billing.
- Assist with various projects and initiatives related to fee-based accounts.
- Assisting with a variety of other administrative duties related to all fee-based platforms.

**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.

**What do we expect from you?**
- Post-secondary diploma or degree.
- Two years of related industry experience is preferred.
- Familiarity with Dataphile, Croesus, or similar service provider would be an asset.
- Superior analytical and problem solving skills.
- Work within deadlines in a high-volume and demanding environment while maintaining a high level of service and an imperative attention to detail;
- Completion of Canadian Securities Course (CSC) 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)** $50,000 - $55,000 in addition to competitive performance bonuses/incentives.

**Job** Private Clients Solutions

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

**Organization** PCG Solutions

**Schedule** Full-time

**Status** Permanent Full-Time

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