Enhance your career at Raymond James Ltd. as a Mutual Funds Associate in Vancouver on a 12-month contract. This position requires an excellent attention to detail and solid time management to support systematic plan functions.

This Mutual Funds Associate role will include processing requests for mutual fund systematic plans and managing internal transfer tasks, necessitating a background of at least two years in the investment industry. You'll work closely with both internal teams and fund companies to ensure smooth processes while occasionally backing up other team members.

Key Responsibilities:
• Submit and follow up on systematic plan requests
• Efficiently process mutual fund position transfers
• Manually handle submission requests to fund firms




• Ensure accurate submission of demographic information
• Review manual applications for Segregated Funds

Requirements:
• Minimum of 2 years related experience
• Fundamental understanding of investment industry practices
• Proficient in Microsoft Office applications
• Strong organization and prioritization skills
• Advanced communication and relationship management skills

Apply your expertise in investment practices to drive success at Raymond James Ltd. in Vancouver.
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📌 Contracts for Mutual Funds Associate (British Columbia)
🏢 Raymond James
📍 British Columbia