Job Description
Hybrid Work Environment: This position follows our hybrid-friendly schedule, so you get the best of both worlds - flexibility and collaboration. In office days will be 3 per week averaging 12 days per month in our St Petersburg, FL Corporate office.
Regular Shift Hours: Monday-Friday from 8am-5pm EST
Training Schedule Hours will be Mon-Fri from 8am-5pm EST
Training can vary - typically around 3 months
Responsibilities:
Processes various basic department related reports and utilizes departmental databases as well as 3rd party applications
Answer calls and questions on operational topics and account maintenance.
Contacts internal/external customers including fund companies to resolve account maintenance issues/requests
Monitors reports related to general maintenance issues; notifying advisors on actions concerning client positions
Understands client needs, identifies root causes of problems, and implements pragmatic solutions.
Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility.
Participates in general User Agreement Testing (UAT) for systems and new process implementation.
Carry out operational tasks by following established processes. May involve adjusting basic settings or parameters in order to meet performance standards.
Use standard office software to carry out basic formatting of letters, memoranda, and routine reports.
Maintain files and records.
Ensure a positive experience for internal clients by having courteous interactions with them.
Assess compliance with established standards and protocols for routine inquiries.
Support others by carrying out basic data management tasks.
Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Develop and maintain excellent procedural or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.
Knowledge of:
Basic investment concepts, practices, procedures and industry regulations related to Mutual Funds
Basic mathematical skills including addition, subtraction, multiplication, division, percentages, fractions, and averages
Principles and practices of customer relations and communication
Excel, Word, Outlook and other applications as needed.
MS Office sufficient to create letters, documents and send emails.
Skills:
Supports business processes by understanding and effectively using standard office equipment and standard software packages.
Uses clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies.
Plan, organize, prioritize and oversee activities to efficiently meet business objectives.
Develop appropriate plans or perform necessary actions based on recommendations and requirements.
Analyze data trends for use in reports to help guide decision making.
Uses an understanding of numerical concepts to perform mathematical operations such as report analysis under supervision.
Develop, monitor, interpret and understand policies and procedures, while making sure they match organizational strategies and objectives.
Select, deploy and get the best results from the most appropriate office system.
Education
High School (HS) (Required)
Work Experience
General Experience - 4 to 6 months
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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