Raymond James Ltd Account Transfers Associate (12 Month Contract) Temporary in Vancouver, BC

Raymond James Ltd

Branch Vancouver BC CA

Account Transfers Associate (12 Month Contract)
Vancouver, BC

Customer service focus; Minimum 3 years of financial industry related experience; Providing excellent customer service to internal and external clients;…

Job Posting # 15-209

Raymond James Ltd. is seeking an Account Transfers Associate to work in our downtown Vancouver office. Raymond James Ltd. is one of Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

The Account Transfers Associate position requires the ability to work within deadlines in a high-volume and demanding environment while maintaining a high level of service and attention to detail. The successful candidate must be dependable, flexible, resourceful, self-motivated, a team player and have an excellent work commitment and willingness to accept additional responsibilities. The ability to balance these challenges and interact well with others is essential.

Specifically you will:

  • Responsible for all incoming and outgoing mail and courier deliveries for Account Transfers;
  • Reviewing and verifying client information on transfer documents;
  • Initiating the processing of new transfer documents and related administrative duties;
  • Initiating and processing ATON transfers;
  • Responsible for investigation and resolution of rejected transfer issues;
  • Follow-up and completion of pending Transfers;
  • Depositing cheques and updating records accordingly;
  • Providing excellent customer service to internal and external clients;
  • Other duties as assigned.

To qualify for this opportunity you possess:

  • Minimum 3 years of financial industry related experience;
  • Strong written and verbal communication skills;
  • Knowledge of Banking and/or Investment industry policies and procedures;
  • Proficiency with MS Word, Excel, and Outlook;
  • A clear understanding of Dataphile or a similar service provider (i.e. ADP, ISM etc.) as related to Account Transfers (ATON);
  • Familiarity with CDS and Arrow as related to ATON and CDSX, and other systems such as DTC and FundSERV.

Core Competencies:

  • Excellent decision-making skills;
  • Excellent problem solving skills;
  • Customer service focus;
  • Ability to work in a team environment;
  • Excellent work commitment and willingness to accept additional responsibilities;
  • Ability to multitask, prioritize and effectively manage time;
  • Able to manage high volumes of work while maintaining accuracy;
  • Friendly and professional manner;
  • Flexibility to learn and assist with other Operational functions.

This is a temporary full-time position with a competitive compensation package.

If you would like to join our team, please send a resume and covering letter, quoting the position and Job Posting # by December 11, 2015.

All applicants must be eligible to work in Canada. We require applicants to complete a background verification process prior to commencing employment with the company, including but not limited to a credit and criminal record check. Employment is contingent on the satisfactory completion of a pre-employment background check. We sincerely thank all applicants who express an interest in this role: only those being directly considered will be contacted.

Raymond James Ltd. recognizes the value of a diverse workforce and appreciates the unique skills and special contribution of each employee. We are committed to accessibility for candidates through all stages of the recruitment process. Should you require accommodation, please contact Human Resources.

Required experience:

  • Related Experience: 3 years

or proceed with Standard Application Form.

Employment Type: Temporary
Location: Vancouver, BC, CA
Posted on: 2015-12-01
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