Account Transfer Associate

Account Transfer Associate - 12 Month Contract

How does the role impact the organization?

This role provides support to the branches and is responsible for ensuring client assets are received to or delivered from their Raymond James Account(s).

What will your role be responsible for?

• Manage all incoming and outgoing mail and courier deliveries for Account Transfers;
• Review and verify client information on transfer documents;
• Initiate the processing of new transfer documents, both ATON and non-ATON and related duties;
• Investigate and resolve rejected transfer issues;
• Follow up on and complete pending transfers; and
• Deposit cheques and update records accordingly.

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 ...