Account Operations Specialist
6 days ago
Raymond James Ltd. is a leading independent investment dealer offering high-quality investment products and services to Canadians seeking customized solutions for their wealth management needs.
Salary Range
The estimated salary range for this position in British Columbia is between $50,000 and $55,000 per year, with competitive performance bonuses and incentives.
Job Description
This role provides support to the branches by ensuring accurate and readily available client profile information. The Account Profile Associate participates in the administration of new account openings, account updates, and recurring event setups while maintaining quality control review and external mail duties.
Required Skills and Qualifications
- Principles of finance and securities industry operations
- Dataphile application or similar electronic document management systems
- Microsoft Office with ability to learn new applications
- Effective communication and relationship management skills
- A minimum of 1 year of industry-related experience and post-secondary education
Benefits
We offer a competitive compensation package that includes flexible workstyles, health benefits, RRSP matching program, employee stock purchase plan, paid time off, volunteer days, discretionary bonuses, tuition reimbursement, and many more.
Others
We value diversity and inclusivity, and we are committed to ensuring equal opportunities for all candidates. If you require accommodations during the recruitment process, please contact our Human Resources department via email. By doing so, you can discuss your specific requirements and necessary accommodations to participate fully in the recruitment process.
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