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.

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📌 Mutual Funds Operations Associate (British Columbia)
🏢 Mobile
📍 British Columbia