Raymond James Ltd is seeking a Credit Officer for a 12-month contract, centering on monitoring credit and enhancing risk management strategies. Join a leading investment firm committed to excellence. This position entails monitoring client accounts, authorizing transfers, and ensuring alignment with regulatory standards.

You will utilize your financial insights to conduct portfolio reviews and answer inquiries related to credit processes. The role emphasizes a detail-oriented approach to maintain compliance and foster a strong financial infrastructure. Key Responsibilities:
Oversee debits in Margin and RRSP accounts routinely
Authorize wire transfers and EFTs based on risk assessments
Conduct thorough reviews of client credit issues
Manage account transfers and withdrawal requests
Assist with trade monitoring for restricted accounts Requirements:
Minimum of 3 years in the financial services sector
Post-secondary degree in Business or related field
Familiarity with Dataphile or comparable software
Robust customer service and analytical skills
Prioritize tasks effectively in a rapid-paced workplace Contribute your credit management expertise to help shape the future of financial services at Raymond James.

📌 12 Month Contract Credit Officer Role Vancouver
🏢 Raymond James Financial
📍 Vancouver