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Account Transfers Specialist St. Petersburg, FL or Memphis, TN in St. Petersburg, FL at honor foundations

Date Posted: 11/6/2024

Job Snapshot

Job Description

This position follows our hybrid-friendly schedule, so you get the best of both worlds - flexibility and collaboration. In office days will be 2-3 per week averaging 10-12 days per month in one of the following locations: St. Petersburg, FL or Memphis, TN.

Job Summary:


Under minimal supervision, applies comprehensive knowledge of multiple products and their respective transfer processes to lead others and aid in the improvement of departmental efficiencies. Contributes to and/or coordinates and delivers departmental training on various functions, applications, procedures and compliance adherence. Assesses processes for market, regulatory, or reputational risk. A subject matter expert (SME) who represents the department in cross departmental projects and who may also lead moderate to complex projects. Able to represent Raymond James in industry groups. Works with management to establish and enhance procedures. Serves as a team resource to answer complex questions and works with Branch personnel and contra parties to resolve complicated issues.


Essential Duties and Responsibilities:



Job Requirements

Knowledge, Skills, and Abilities:


Knowledge of:


  • Complex concepts, practices, procedures, and industry regulations related to multiple transfer processes and products (mutual funds, alternative investments, annuities, etc.).
  • Principles and practices of customer relations and communications.
  • Excel, Word, Outlook and other applications as needed.


    Skill in:


  • Coordinating projects on time and within budget.
  • Overseeing resolution of production issues, communicating changes and progressing towards a resolution.
  • Communicating clearly and informatively, editing work for spelling and grammar.
  • Organization and time management sufficient to prioritize workload, handle multiple tasks, and meet critical deadlines.
  • Collecting, researching and analyzing data.
  • Analyzing operational processes and identifying opportunities for improvement.


    Ability to:


  • Identify and resolve complex problems in a timely manner.
  • Demonstrate accuracy and thoroughness while applying feedback to improve performance.
  • Provide training using variety of instructional approaches.
  • Display critical thinking at a high level.
  • Work well in group problem solving situations.
  • Continuously build knowledge and skills in project management and/or administration.
  • Respond promptly to customer needs and requests for service, assistance and meet commitments.
  • Support and explain the reasoning for decisions as well as including appropriate people in the decision-making process.
  • Project a professional demeanor while effectively training associates on new duties and tasks.
  • Research and interpret complicated transfer or other account activity for multiple product types.
  • Work independently and in cooperation with all levels of the organization, as well as technology and industry representatives.
  • Prioritize individual and team workloads to satisfy deadlines.
  • Effectively communicate to all organizational levels
  • Partner with other functional areas to accomplish mutual objectives
  • Deal with frequent change, delays, or unexpected events.
  • Work collaboratively within a team environment.
  • Lead the work of others and provide training, coaching, mentoring


    Educational/Previous Experience Requirements:


  • Bachelor’s Degree and two (2) years of relevant work experience.
    ~or~
  • Any equivalent combination of education, experience and/or training as approved by Human Resources.


    Licenses/Certifications:


  • None required.

    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

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    THE HONOR FOUNDATION IS A 501(C)(3) TAX EXEMPT, NATIONAL NON-PROFIT CHARITABLE FOUNDATION. TAX ID # 46-2952873