Account Profile Associate- Entry Level

2 weeks ago

Vancouver, Canada Raymond James Ltd Full time

_At Raymond James, _**we **_develop, _**we **_collaborate, _**we **_decide, _**we **_deliver, and _**we **_improve together_.

Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

**Account Profile Associate**

**How does the role impact the organization?**

This role provides support to the branches and is responsible for ensuring the clients’ profile information is accurate and readily available.

**What is the position responsible for?**
- Participate in the general administration of New Account openings, Account Updates to client information, recurring event setups, quality control review, and external mail duties;
- Collect and record New Account and Account Update data for Key Performance Measurement tracking;
- Update the Procedure Manual as required by changes in processing and workflow;
- Assist in Account Update initiatives;
- Participate in the general administration of New Account openings, Account Updates to client information, recurring event setups, quality control review, and external mail duties;
- Collect and record New Account and Account Update data for Key Performance Measurement tracking;
- Provide timely and effective internal as well as external client service; and
- Other duties as assigned.

**What can you expect from us?**

Our most important investment is in people, Raymond James Ltd offers **flexible workstyles,** a competitive compensation and benefits package. Our benefits range from Health Benefits, Paid Time Off, Volunteer Days, and many more We also support internal promotion and community involvement.

**Qualifications**

**Knowledge of**
- Concepts, practices and procedures of securities industry and/or banking compliance;
- Principles of finance and securities industry operations; and

**Skill in**

**Ability to**
- Work within deadlines in a high-volume and demanding environment while maintaining a high level of service and an imperative attention to detail;
- Work independently as well as collaboratively within a team environment;
- Communicate proficiently in French is an asset;
- Demonstrate a professional manner to establish and maintain effective working relationships at all levels of the organization; and
- Exercise tact and discretion in the handling of confidential information.
- Educational/Previous Experience Requirements

**Educational/Previous Experience Requirements**
- A minimum of 1 year of industry related experience; and
- Post-secondary education.

**Job Type**: Fixed term contract

**Salary**: From $50,000.00 per year

**Benefits**:

- Company events
- Dental care
- Extended health care
- Paid time off
- Vision care
- Wellness program

Schedule:

- Monday to Friday

Work Location: One location

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