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 ...