Asset Management Services Administrator

Overview

Asset Management Services Administrator - 2600056

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.

Responsibilities

- Monitor incoming communications for general fee-based inquiries 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 to 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 we expect from you

- Post-secondary diploma or degree.
- Two years of related industry experience is preferred.
- Proficiency with Microsoft Office (Word, Excel, PowerPoint, Access) with a willingness and ability to learn new applications.
- 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;
- Demonstrate email, videoconferencing, and telephone etiquette and relationship management skills;
- Completion of Canadian Securities Course (CSC) is an asset.

We encourage our associates 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

Salary Range: $50,000-60,000 annually, in addition to competitive performance bonuses/incentives.

Actual compensation will be determined based on skills, experience, internal equity, and other job requirements.

This posting is for an existing vacancy.

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.

Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.

We may use automated or AI-enabled tools to support parts of our recruitment and screening process, including screening, assessing or selecting applicants where applicable. These tools help us review applications efficiently, but they do not replace human decision-making.

Raymond James Ltd. is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and of the Canadian Investor Protection Fund (CIPF). Customers’ accounts are protected by the Canadian Investor Protection Fund within specified limits. A brochure describing the nature and limits of coverage is available upon request or at www.cipf.ca. 3Macs, MacDougall, MacDougall & MacTier and Raymond James Correspondent Services are divisions of Raymond James Ltd. Raymond James Ltd. is an integrated financial services firm. Its subsidiaries, Raymond James Investment Counsel Ltd., Raymond James Financial Planning Ltd., Raymond James Trust (Canada) and Raymond James Trust (Québec) Ltd. are not members of the IIROC or the CIPF. Please consult each subsidiary’s webpages for applicable corporate, regulatory or membership information. www.cipf.ca

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