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At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.
Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.
Settlements Associate
How does the role impact the organization?
Raymond James Ltd. is seeking a qualified Settlements Associate to work in our downtown Vancouver office.
As a member of the Settlements team, the Settlements Associate will be responsible for the accurate and timely processing of client purchases, sales and redemptions of GIC products. Responsibilities will include the support of GIC daily transactions as well as the coordination and facilitation of GIC transactions for our high net worth clients.
This position requires an ability to work in a high-volume, pressure-oriented environment. Inherent system deadlines require the successful candidate to possess very strong organizational and prioritization skills. The ability to balance these significant challenges and interact well with others is essential.
What will your role be responsible for?
- Process GIC purchase, redemption, maturity and transfer-in /out transactions, including daily and monthly reconciliation of same;
- Resolve reconciliation outages through effective problem solving and resolution actions;
- Maintain GIC issuer master list and update as required, communicate changes to impacted areas;
- Communicate with internal and external clients in a timely and professional manner;
- Support escalation and/or exception requests related to Settlements functions;
Other duties as assigned.
What can you expect from us?
Our most important investment is in people. Upon eligibility, Raymond James Ltd offers flexible workstyles, a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more! We also support internal promotion and community involvement.
- What do we expect from you?
Minimum 3 years of financial industry; - Post-secondary education;
- Proficiency in Microsoft Office, particularly Excel;
- Experience with industry related systems a definite asset;
- Strong organizational and effective time management skills;
- Superior analytical and problem solving abilities;
- Excellent verbal and written communication skills;
- Self-starter attributes, motivated and hardworking;
- Professional with a positive "can-do" attitude;
- Ability to work in a dynamic team environment and demonstrate a friendly manner.
We encourage our associates at all levels to:
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
At Raymond James – we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at [email protected]. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.
Salary Range: BC (based on Education, Work Experience, etc) $50,000-60,000 in addition to competitive performance bonuses/incentives.
