Support mutual fund operations at Raymond James in Vancouver, using FundSERV, time management, and exceptional attention to detail. This is a full time temporary contract.

The Mutual Funds Associate supports Systematic Plans and Non-Financial Updates functions within Raymond James Ltd. You will process transfers, submit fund instructions, and manage client and advisor information. The work requires investment industry knowledge, Microsoft Office skills, organization, and customer service.

Key Responsibilities:

- Submit and follow up on systematic plan requests
- Process internal mutual fund transfers using FundSERV
- Submit transfer requests manually to fund companies
- Forward advisor and client demographic information
- Review manual applications and assist team members

Requirements:

- Minimum two years of industry-related experience
- Fundamental knowledge of securities industry investment concepts
- Microsoft Office proficiency and application learning ability
- Deadline management in high-volume environments
- Confidentiality, discretion, and relationship management skills

Apply mutual fund processing, FundSERV, and client service skills within Raymond James operations in Vancouver.

📌 Mutual Funds Operations Associate (Vancouver)
🏢 Mobile
📍 Vancouver