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Raymond James Financial
Raymond James Credit Officer RoleRaymond James Financial • Vancouver, Metro Vancouver Regional District, Canada
Raymond James Credit Officer Role

Raymond James Credit Officer Role

Raymond James Financial • Vancouver, Metro Vancouver Regional District, Canada
2 days ago
Job type
  • Full-time
Job description
Enhance your career as a Credit Officer with Raymond James Ltd. This position focuses on managing retail credit activities within a compliant framework. In this role, you'll be instrumental in the credit team's efforts to mitigate risk and ensure regulatory compliance across various accounts. You will utilize your financial background to monitor accounts, authorize transactions, and conduct risk assessments on client portfolios. Your contribution is essential to the operational effectiveness of the firm. Key Responsibilities: • Regulate debits across assigned accounts • Authorize wire transfers and cheque requests • Review portfolios for concentration and credit issues • Approve account transfers and stock withdrawals • Aid in trade approvals on restricted accounts Requirements: • At least 3 years in the securities or finance sector • Understanding of investment management practices • Excellent attention to detail and problem-solving skills • Strong client service orientation and interpersonal skills • Advanced Microsoft Office proficiency Contribute to client success and uphold regulatory standards in your role with Raymond James Ltd. #J-18808-Ljbffr
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Raymond James Credit Officer Role • Vancouver, Metro Vancouver Regional District, Canada

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