Account Profile Associate - Vancouver, Canada - Raymond James Financial

Raymond James Financial

Verified Company

Vancouver, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Account Profile Associate (2 Year Contract)

Job Summary

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

Essential Duties and Responsibilities

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.

Knowledge, Skills, and Abilities

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 highvolume 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
Postsecondary education.

Depending on eligibility, we offer:

Competitive Wages
Health Benefits Program including Life Insurance and Disability from start date
RRSP Matching Program from start date
Employee Stock Purchase Plan
Paid Time Off & Other Time Off such as Volunteer Day
Discretionary Bonuses
Tuition Reimbursement Program
Top Up Plan
Employee Investment Accounts
Flexible Work Styles

Raymond James Guiding Behaviors

Raymond James Guiding Behaviours

At Raymond James Ltd, our associates use five guiding behaviours (Develop, Collaborate, Decide, Deliver, and Improve) to deliver on the firm's core values of client-first, integrity, conservatism and independence.

We expect our associates at all levels to:

Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm

Job Operations

Primary Location CA-BC-Vancouver-Vancouver

Organization Operations

Schedule Full-time

Status Permanent Full-Time