Asset Management Services Administrator

1 week ago

Vancouver, Canada Raymond James Financial Full time

**Asset Management Services Administrator**
- 2203988

**Job Summary**

The Asset Management Services Associate will report directly to the Supervisor, Fee Based Account Administration and will be responsible for the accurate stewardship of clients’ fee-based assets, contributing to Asset Management Services’ ultimate goal of increasing fee-based assets and revenues. In addition, this position will provide exceptional communication and servicing to our Financial Advisors.

**Essential Duties and Responsibilities**:

- Monitoring incoming communications for general fee based questions and responding to inquiries as needed;
- Processing incoming documentation for fee based accounts;
- Setting up and maintain fee based accounts for fee billing;
- Generation of quarterly statements for managed account programs, including setting up and maintaining client accounts for statement creation purposes; and
- Assisting with a variety of other administrative duties related to all fee-based platforms.

**Qualifications - External**

**Knowledge, Skills, and Abilities**

**Knowledge of**:

- MS Office (Word, Excel, PowerPoint, Access); and
- Dataphile, Croesus, or a similar service provider would be an asset.

**Skill in**:

- Verbal and written communication;
- Customer-service;
- Analysis; and
- Problem solving.

**Ability to**:

- Pay attention to detail;
- Work in a team environment;
- Be flexible;
- Assist others as required;
- Be self-motivated and work under pressure; and
- Prioritize.

**Educational/Previous Experience Requirements**:

- A degree or college diploma in a related field;
- Completion of the Canadian Securities Course (CSC) is an asset; and
- Two years Investment or Securities industry experience is preferred.

**Job** Private Clients Solutions

**Primary Location** CA-BC-Vancouver-Vancouver

**Organization** PCG Solutions

**Schedule** Full-time

**Status** Permanent Full-Time

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