Transition Administrator - 12 month contract

Overview

Transition Administrator - 12 month contract at Raymond James Ltd. The Transition Administrator provides support and acts as a liaison between the home office and new Financial Advisors joining Raymond James branch offices, under the direction of the Supervisor, Transition Services.

Responsibilities

• Assist the National Sales team in transitioning Financial Advisors/Agents in Canada to Raymond James.
• Maintain an ongoing dialogue with transitioning Financial Advisors/Agents to Raymond James.
• Educate transitioning Financial Advisors/Agents and their support staff on policies and procedures relating to operations, compliance, marketing, technology, investment products and general business issues.
• Be responsible for the maintenance of a comprehensive process from the initial training to the ongoing support of new Advisors.
• Arrange to provide branches with preliminary...