Raymond James Ltd.
Credit Officer at Raymond James Ltd
Job Description
Join the Credit team at Raymond James Ltd, where you'll oversee retail credit usage while applying your risk management skills. This role is vital in maintaining compliance within a hybrid work environment.
As a Credit Officer, you will actively monitor Margin, Cash, and RRSP accounts for multiple branches. This position requires a keen understanding of investment concepts and the ability to address portfolio issues effectively. You will be responsible for authorizing transactions and ensuring adherence to internal and regulatory policies.
Key Responsibilities:
• Monitor debits in various account types
• Authorize EFT, wire transfer, and cheque requests
• Review client portfolios for credit-related issues
• Approve account transfers and third-party requests
• Prepare regular capital reporting for Finance
Requirements:
• Minimum 3 years in the Canadian securities industry
• Strong analytical and problem-solving skills
• Proficiency in Microsoft Office ap...
As a Credit Officer, you will actively monitor Margin, Cash, and RRSP accounts for multiple branches. This position requires a keen understanding of investment concepts and the ability to address portfolio issues effectively. You will be responsible for authorizing transactions and ensuring adherence to internal and regulatory policies.
Key Responsibilities:
• Monitor debits in various account types
• Authorize EFT, wire transfer, and cheque requests
• Review client portfolios for credit-related issues
• Approve account transfers and third-party requests
• Prepare regular capital reporting for Finance
Requirements:
• Minimum 3 years in the Canadian securities industry
• Strong analytical and problem-solving skills
• Proficiency in Microsoft Office ap...