Raymond James Ltd.
Credit Officer at Raymond James
Job Description
Join Raymond James as a Credit Officer in Vancouver, BC, where you will manage retail credit and enhance client services. Use your analytical skills to support margin accounts and regulatory compliance.
As a critical member of the Credit team, you will ensure the effective monitoring and management of accounts, utilizing your expertise in the securities industry and risk management. Your role is vital in maintaining that all accounts adhere to both internal and regulatory requirements while providing top-notch support to clients and colleagues alike.
Key Responsibilities:
• Monitor debits in Margin, Cash, and RRSP accounts
• Authorize EFT, wire transfer, and cheque requests
• Review client portfolios for credit-related issues
• Approve internal transfers and stock withdrawals
• Assist in managing trades on restricted accounts
Requirements:
• Minimum 3 years in Canadian securities industry
• Post-secondary education in Business/Finance
• Proficient in Mi...
As a critical member of the Credit team, you will ensure the effective monitoring and management of accounts, utilizing your expertise in the securities industry and risk management. Your role is vital in maintaining that all accounts adhere to both internal and regulatory requirements while providing top-notch support to clients and colleagues alike.
Key Responsibilities:
• Monitor debits in Margin, Cash, and RRSP accounts
• Authorize EFT, wire transfer, and cheque requests
• Review client portfolios for credit-related issues
• Approve internal transfers and stock withdrawals
• Assist in managing trades on restricted accounts
Requirements:
• Minimum 3 years in Canadian securities industry
• Post-secondary education in Business/Finance
• Proficient in Mi...