Job Description
This position will follow our hybrid work model; we expect the selected candidate to work 2-3 days a week at our Saint Petersburg, FL, corporate office.
Under general supervision, provides support and assistance to complete assigned job responsibilities and projects consistent with department policy guidelines and procedures. Projects and duties will vary widely based on department needs and priorities. Serves as the agent between branches and the home office. Reviews, updates, maintains, and services accounts.
Asset Management Services (a division of Raymond James & Associates) offers comprehensive asset management services and products for Raymond James financial advisors.
Essential Duties and Responsibilities:
Performs a variety of operational procedures within the department, which may include: new fee based agreement processing, system reconciliation, accounts distributions, and terminations.
Answers calls and questions regarding fee based accounts.
Researches and provides resolution on advanced and more complex business issues.
Serves as a backup in cross-functional responsibilities during absences.
Assists in special projects.
Maintains a variety of data files and records.
Prepares letters, memos, and various documents.
Monitors incoming mail and documents.
Provides training to other team members.
Performs other duties and responsibilities as assigned.
Knowledge, Skills, and Abilities:
Knowledge of:
Intermediate principles, practices, and procedures of general office concepts and those that govern fee based operations, finance, and/or securities industry operations.
Process flows within a specific assigned functional area.
Regulations for a specific assigned functional area.
Skill in:
Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
Analyzing data to identify discrepancies.
Problem solving.
Ability to:
Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with internal associates and external contacts at all levels.
Effectively gather all relevant information in order to analyze, research, and resolve business issues in order to make decisions.
Licenses/Certifications:
None Required
Education
Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance, High School (HS) (Required)
Work Experience
General Experience - 13 months to 3 years
Certifications
Travel
Less than 25%
Workstyle
Hybrid
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
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