Mutual Funds Associate - 12 Month Contract

Mutual Funds Associate – 12 Month Contract

Join to apply for the Mutual Funds Associate – 12 Month Contract role at Raymond James Ltd.

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.

How does the role impact the organization?

The Mutual Funds Associate will support the Systematic Plans and Non-Financial Updates functions within the department. Responsibilities include reviewing and submitting Systematic Plan instructions to fund companies, following up with Non‑Financial updates submitted through XML to fund companies, and processing Internal Transfers requests. Due to the time sensitivity of these functions, the successful candidate must possess excellent time management skills and an exceptional attention to detail.

Position Responsibilities

• Submit and ...