Investment Management Associate

3 weeks ago


Vancouver, British Columbia, Canada Raymond James Bank Full time $50,000 - $60,000
Company Overview:
Raymond James Bank is a prominent independent investment firm in Canada, dedicated to providing top-tier investment solutions tailored to the wealth management needs of Canadians.

Key Responsibilities:
- Review and submit Systematic Plan instructions to investment fund providers.
- Follow up on Non-Financial updates submitted via XML to fund companies.
- Process Internal Transfer requests efficiently.
- Review and forward all manual Segregated Fund and Offbook Account applications for processing.

Qualifications:
- Exceptional time management skills and meticulous attention to detail are essential due to the time-sensitive nature of these tasks.
- Proficiency in Microsoft Office and a willingness to learn new applications.
- Strong interpersonal skills demonstrated through face-to-face, email, videoconferencing, and telephone communication.
- Proficiency in French is considered an asset.

Benefits:
- Raymond James Bank offers flexible work styles, a competitive compensation package, and performance-based bonuses.
- We promote internal advancement and encourage community involvement.

Salary Range:
Compensation is competitive and based on education and work experience, typically ranging from $50,000 to $60,000, in addition to performance incentives.
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