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 companiesFollow up on non-financial updates submitted through XMLProcess internal transfers using FundSERVSubmit advisor and client demographic informationReview manual Segregated Fund and Offbook Account applicationsRequirements:Minimum two years of industry-related experienceFundamental knowledge of securities industry investment conceptsMicrosoft Office proficiency and application learning abilityCustomer service, organization, and prioritization skillsAbility to manage deadlines in high-volume environmentsBring mutual fund administration, FundSERV, time management, and detailed processing skills to Raymond James Ltd.

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