Step into the role of Mutual Funds Associate at Raymond James with a 12-month contract. Deliver vital support for systematic plans and ensure accurate processing of client requests.
The Mutual Funds Associate plays a key role in supporting the department's critical functions. Responsibilities include submitting and following up on systematic plan requests, processing internal transfers, and maintaining client demographic data. A detail-oriented approach and excellent time management skills are essential in handling a demanding workload.
Key Responsibilities:
• Submit and track systematic plan requests to fund companies
• Process internal transfers using FundSERV accurately
• Manually submit transfer requests to mutual funds




• Manage advisor and client demographic submissions
• Review and forward applications for processing
Requirements:
• Minimum 2 years of industry experience
• Knowledge of securities industry investment practices
• Proficient with Microsoft Office applications
• Exceptional customer service and organization skills
• High attention to detail with self-management abilities
Advance your career in the mutual funds sector at Raymond James, where your accuracy and service skills will shine.
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📌 Raymond James Mutual Funds Contract Associate (Vancouver)
🏢 Raymond James Financial
📍 Vancouver