Support mutual fund operations at Raymond James Ltd. through FundSERV processing and accurate, deadline-driven administration. This is an 18-month contract position.

As a Mutual Funds Associate, you will support Systematic Plans and Non-Financial Updates functions within the department. The work includes submitting instructions, processing Internal Transfers, and forwarding applications to fund companies. Success requires investment industry knowledge, organization, prioritization, and exceptional attention to detail.

Key Responsibilities:

- Submit mutual fund systematic plan requests to fund companies
- Follow up on non-financial updates submitted through XML
- Process internal transfers using FundSERV
- Submit advisor and client demographic information




- Review manual Segregated Fund and Offbook Account applications

Requirements:

- Minimum two years of industry-related experience
- Fundamental knowledge of securities industry investment concepts
- Microsoft Office proficiency and application learning ability
- Customer service, organization, and prioritization skills
- Ability to manage deadlines in high-volume environments

Bring mutual fund administration, FundSERV, time management, and detailed processing skills to Raymond James Ltd.

📌 Mutual Funds Operations Associate (Vancouver)
🏢 Raymond James Financial
📍 Vancouver