Explore a rewarding career as a Securities Associate with Raymond James, where you’ll manage financial processes and client communications. This role offers a chance to excel in a fast-paced, results-driven setting.
The Securities Associate at Raymond James is critical in supporting financial operations. The role demands strong prioritization skills and the ability to deliver under pressure. Your tasks will include wire transfers, journal entry execution, and assisting with shareholder communications to ensure timely and efficient service.
Key Responsibilities:
• Process wire transfers accurately using RBC Express
• Prepare detailed journal entries for accounts
• Fulfill cashier duties during peak periods
• Oversee reconciliation for physical stock certificates
• Assist clients with communication regarding shareholder matters
Requirements:
• 1-3 years in Financial Services or similar experience
• Experience with Dataphile software is an asset
• Excellen...