Disability Solutions Trader Specialist

3 weeks ago


Vancouver, British Columbia, Canada Disability Solutions Full time
Job Description:
Senior Managed Account Trader

This role plays a vital part in ensuring the accurate stewardship of clients' fee-based assets and increasing fee-based assets and revenues at Raymond James Ltd. The successful candidate will be responsible for monitoring email for incoming trade instructions, updating models, generating trades, querying daily asset movement, calculating foreign exchange exposure, identifying and rebalancing accounts with excess cash, performing quality control checks on trades, downloading and distributing weekly/monthly reports, and assisting with various projects and initiatives related to fee-based accounts.

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