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About the Role
As a member of the Asset Management Services team, you will play a vital role in ensuring the accurate stewardship of client’s fee-based assets and the overall goal of increasing fee-based assets and revenues at Raymond James Ltd.
Responsibilities
- Monitor e-mail for incoming trade instructions from 3rd party managers on the SMA program as well as internal Raymond James portfolio managers.
- Update models and generate trades for market execution while coordinating with the trading desk on larger orders.
- Query for daily asset movement on the SMA program and amalgamate bulk trading lists for market execution.
- Calculate foreign exchange exposure and arrange for rates on all cross-currency transactions.
- Identify and rebalance accounts with excess cash on a quarterly basis.
- Perform quality control checks on trades.
- Download and distribute weekly/monthly reports.
- Assist with various projects and initiatives related to fee-based accounts.
- Assist with a variety of other duties related to all fee-based platforms.
Requirements
- Post-secondary diploma or degree.
- Completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) is an asset.
- Minimum of 2 years of industry experience trading in discretionary accounts using a model-based approach.
- Proficiency with Microsoft Office (Word, Excel, PowerPoint, Access) with a willingness and ability to learn new applications.
- Familiarity with Dataphile, Croesus, or similar service provider is an asset.
- Superior analytical and problem solving skills.
- Work within deadlines in a high-volume and demanding environment while maintaining a high level of service and an imperative attention to detail.
- Demonstrate email, videoconferencing, and telephone etiquette and relationship management skills.
- 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.
Skills
- Microsoft Office (Word, Excel, PowerPoint, Access)
- Dataphile, Croesus, or similar service provider
- Analytical skills
- Problem solving skills
- Attention to detail
- Email etiquette
- Videoconferencing etiquette
- Telephone etiquette
- Relationship management skills
Location
- Canada
Work Type
- Full-time
Experience Level
- Minimum of 2 years of industry experience
Education Level
- Post-secondary diploma or degree
- Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) is an asset
Salary/Compensations
- $60,000 - $65,000 annually, in addition to competitive performance bonuses/incentives.
Benefits
- Flexible workstyles
- Competitive compensation and benefits package
- Health Benefits
- RRSP Matching Program
- Employee Stock Purchase Plan
- Paid Time Off
- Volunteer Days
- Discretionary Bonuses
- Tuition Reimbursement
About the Company
- 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.
- Our most important investment is in people.
- We also support internal promotion and community involvement.
Equal Opportunity
- The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
- We demonstrate our commitment to ensuring equal opportunities for all candidates.
- To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca.
- We may use automated or AI-enabled tools to support parts of our recruitment and screening process, including screening, assessing or selecting applicants where applicable. These tools help us review applications efficiently, but they do not replace human decision-making.