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Job Snapshot
-
Employee Type:
Full-Time -
Location:
St. Petersburg, FL -
Experience:
Not Specified -
Date Posted:
1/6/2025
Job Description
Raymond James Overview
One of the largest independent financial services firms in the country could be the place you build a career beyond your expectations.
Our focus is on providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Raymond James Financial is a diversified holding company, headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management.
At Raymond James, we are putting the power of perspectives into action and building an inclusive and diverse workforce that reflects our commitment to associates, and clients of the future. Our company values associate development and growth, offering opportunities through developmental programs, mentorships, and continuing education options.
We strive to ensure everyone feels welcomed, valued, respected, and heard so that you can fully contribute your unique talents for the benefit of clients, your career, our firm, and our communities. Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Department Overview
Branch Third-Party Suppliers Solutions serves and consults Private Client Group advisors with Raymond James broker/dealers, on third-party supplier software tools and services. In servicing advisors, Third-Party Supplier Solutions administers and educates advisors or branch personnel to help streamline their experience in a third-party supplier request process. Servicing also includes consulting on and advocating for readily available innovative software and service offerings.
Job Summary
The summer associate will focus on data analysis and tasks designed to help service the ongoing needs of branches seeking a third-party supplier and the transition of branch disclosures from a legacy process to a new process. The ideal candidate is excited to work in a fast-paced, growing area with a wide range of data coordination and analytics.
Under general supervision, the summer associate will focus on data analysis for strategic project coordination, internal system troubleshooting, data collection for regulatory or internal legal/compliance needs, quality assurance of intranet pages, system integrity testing and general oversight assistance with third-party supplier requests.
The summer associate position is a temporary role.
Start Date: Monday, June 2, 2025
End Date: Friday, August 8, 2025
Work Schedule: Monday through Friday, up to 40 hours per week.
Duties and Responsibilities
- Learns and understands branch third-party supplier submission process to assist with investigative work or troubleshooting
- Upon request, pulls and coordinated data requests from ServiceNow third-party supplier request process dashboard
- Supports the execution of communication plans and projects via data analysis and updates
- Supports implementation of ongoing business processes.
- Ensures data quality and reliability.
- Collects and analyzes information from various sources.
- Collaborates with leadership to identify, define, and solve problems, supporting corporate initiatives.
- Cross-collaborates with compliance peer group, when necessary.
- Prepares presentations, management reports, documents analysis, and helps determine the best course of action.
- Performs other duties and responsibilities as assigned.
Job Requirements
Knowledge, Skills, and Abilities
Knowledge of %26ndash
- Fundamental concepts, practices, and procedures of a professional office environment.
- Data visualizations and excel
- Large relational databases.
- Basic knowledge and familiarity with data mining and data visualization tools.
Skill in %26ndash
- Excel, Access, PowerPoint, and statistical analysis of packages.
- Simplify and present time series and cross-sectional data.
Ability to %26ndash
- Ability to respond to common data inquiries from internal teammates.
- Assist in defining problems, collecting data, establishing facts, and drawing valid conclusions.
- Ability to interpret a variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
- Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
- Communicate effectively, both orally and in writing.
- Work independently and collaboratively within a team environment.
- Provide a high level of customer service.
- Establish and maintain effective working relationships.
Educational/Previous Experience Requirements
- Freshman or sophomore standing (May 2027-May 2028 graduates) pursuing a bachelor%26rsquos degree in business, finance, or related field.
- Any equivalent combination of experience, education, and/or training approved by Human Resources.
Licenses/Certifications
- None required.
Location - Hybrid position %26ndash St. Petersburg, FL
- No travel required.
#wayup
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
