Mutual Funds Associate - 12 Month Contract

Raymond James•Vancouver, BC

11h•CA$50,000 - CA$60,000

About The Position

The Mutual Funds Associate will be responsible for supporting the Systematic Plans and Non-Financial Updates functions within the department. Responsibilities will include reviewing and submitting Systematic Plan instructions to fund companies, following up with Non-Financial updates submitted through XML to fund companies, and processing Internal Transfers requests. Due to the time sensitivity of these functions, the successful candidate must possess excellent time management skills and an exceptional attention to detail.

Requirements

Fundamental knowledge of investment concepts, practices, and procedures used in the securities industry
Microsoft Office with a willingness and ability to learn new applications
Customer service, organization, and prioritization
The 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
Demonstrate advanced face-to-face, email, videoconferencing, and telephone etiquette and relationship management skills
Work independently as well as collaboratively within a team environment
Demonstrate a professional manner to establish and maintain effective working relationships at all levels of the organization
Exercise tact and discretion in the handling of confidential information
A minimum of 2 years of industry related experience

Nice To Haves

Dataphile / FundSERV
Communicate proficiently in French is an asset

Responsibilities

Submit and follow up on mutual fund systematic plan requests at fund companies
Process internal transfer of RJL mutual fund positions using FundSERV
Manually submit internal transfer requests to mutual fund companies
Submit advisor and client demographic information to mutual fund companies
Review and forward for processing all manual Segregated Fund and Offbook Account applications
Assist/backup other team members as needed