Financial Operations Associate

4 days ago


Vancouver, British Columbia, Canada Raymond James Financial Full time
Job Overview
The role of Registered Plans Associate at Raymond James is a dynamic opportunity to contribute to the growth and success of our organization. As a key member of our team, you will be responsible for administering various tasks related to registered plans products, including processing transactions in registered plans.

Key Responsibilities
- Transaction Processing: Process a wide range of transactions involving registered plans products, including RRSPs, RESPs, RRIFs, LIFs, TFSAs, LIRAs, and FHSAs.
- Customer Support: Provide timely support to financial advisors, sales assistants, and internal operations teams, resolving queries within specified service level agreements (SLAs).
- Procedure Maintenance: Participate in maintaining and updating departmental procedures to ensure compliance with regulatory requirements.
- Collaboration: Work closely with other departments, such as Tax, Estates, Transfers, Credit, and New Accounts, to respond to advisor queries and resolve issues efficiently.

Requirements
- A minimum of 3 years of experience in the financial industry or related administrative roles.
- Post-secondary education.
- Proficient in Microsoft Office and willing to learn new applications.
- Excellent customer service, organization, and prioritization skills.
- Ability to work in a high-volume environment while maintaining attention to detail.
- Strong communication and relationship management skills.

Benefits
Raymond James offers a competitive compensation package, including health benefits, RRSP matching program, employee stock purchase plan, paid time off, volunteer days, discretionary bonuses, tuition reimbursement, and more.

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