Mutual Funds Associate at Raymond James

Join Raymond James as a Mutual Funds Associate on a 12-month contract. Contribute to systematic plans and non-financial updates while ensuring accuracy in all processes.

As a Mutual Funds Associate, you will support vital functions within the investment department. Key responsibilities involve submitting systematic plan requests, processing internal transfers, and managing demographic data submissions. Attention to detail and effective time management are crucial in this high-volume environment to maintain exceptional service.

Key Responsibilities:

• Submit mutual fund systematic plan requests to fund companies

• Process internal transfers using FundSERV accurately

• Manually submit transfer requests efficiently

• Compile and send client demographic information

• Review and facilitate manual account applications

Requirements:

• Minimum 2 years of industry-related experience

• Fundamental knowledge of investment concepts and practices

• Proficient in Microsoft Office, willing to learn new applications

• Strong organizational and customer service skills

• Ability to meet deadlines while ensuring attention to detail

Leverage your investment knowledge and organizational skills to thrive as a Mutual Funds Associate at Raymond James.
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