Branch Administrator, Rjlu

3 weeks ago

Vancouver, Canada Raymond James Financial, Inc. Full time

**Branch Administrator, RJLU**
- 2400790
- 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.

**_ Branch Administrator Associate, Raymond James (USA) Ltd._**

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

Raymond James Ltd. is seeking a Branch Administrator Associate for our Cross Border subsidiary in our Vancouver office.

Working directly with the Raymond James (USA) Ltd. (“RJLU”) Supervision Team, this individual will support the RJLU Branch Managers (“PCG”) business operations in Canada, acting as the primary point of contact for FINRA-registered Financial Advisors and Sales Associates who manage U.S.resident client activities. In addition, the individual will be responsible for maintaining a strong working relationship with the carrying firm, Pershing LLC, to ensure optimum support on day-to-day activities and issues as well as integration of future product releases. This role will include assistance with respect to related Projects and Supervision initiatives as assigned.

**What will your role be responsible for?**
- Review Margin details for margin calls and money due;
- Send IRA distributions notifications;
- Daily trade reviews - download on spreadsheet, separated per BM and sent BM their individual blotters in the morning;
- Separating Reverse Churning list of clients (received once every six months) to BM specific list and forward onto BMs;
- Ensuring cheque and cert logs are sent and ensuring they are correct prior to sending them to the BM for approval;
- Work closely with and troubleshoot problems for US New Accounts Department
- New account opening spreadsheet for managed accounts;
- Inform FAs of W8/W9 alerts for expired, incorrect or missing tax forms and other forms;
- Review ACHs in work basket and let the BMs know when it’s ready for approval;
- Review Account Maintenance in Work Basket;
- Upkeep of trade correction;
- Assisting BMs’ with marketing reviews;
- Ad Hoc projects

**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?**

**_ To qualify for this opportunity you possess:_**
- A university degree or equivalent BA and two years of industry experience in an asset management capacity;
- FINRA SIE course Required;
- 2 years of financial services brokerage industry experience (preferably as a Cross Border Sales Associate or Cross Border Sales Assistant);
- US New Account Opening experience
- Effective and confident interpersonal, communication and telephone skills to interact with Associates at all levels: Financial Advisors, Sales Associates and Sales Assistants and senior management;
- Experience with Pershing NetX360 system;
- Superior oral and written communication skills;
- Initiative and the ability to work effectively both independently and within a team environment;
- Proven organizational and time management skills sufficient to prioritize workload, handle multiple tasks with frequently changing priorities and meet deadlines in a fast-paced work environment;
- A high level of customer service in a calm, courteous and professional manner;
- Appropriate interpersonal styles and can communicate effectively, both orally and in writing, with all organizational levels;
- Willingness to obtain other necessary US (FINRA) licensing exams within a reasonable timeframe

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

**Job** Administrative & Support Services

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

**Organization** RJLU

**Schedule** Full

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