Job Summary
Under minimal supervision, uses specialized knowledge and skills obtained through experience and/or formal training to process all aspects of FA compensation. Recommends solutions to moderately complex problems. Maintain FA and Branch compensation data on a current basis, as well as keeping accurate records for each branch. Will have extensive contact with internal and external customers to identify, research, and resolve problems.
Essential Duties and Responsibilities
Knowledge, Skills, and Abilities
Knowledge of
Accounting concepts, practices, and procedures
Operations and systems of assigned functional area.
Fundamental accounting concepts, practices, and procedures.
Financial products.
Skill in
Communicating effectively with highly complex clients to answer questions and resolve issues.
Operating standard office equipment and using required software applications, including general ledger and payroll software systems, including Microsoft Office Excel, Access, and Practice Center reporting.
Preparing, processing, and maintaining transaction documentation, files, and records.
Gathering and compiling information from multiple sources and analyzing the detail appropriately and timely.
Responding appropriately to inquiries and dealing with complex transaction issues.
Organizational and time management sufficient to prioritize workload, handle multiple tasks, and meet deadlines.
Coaching and communicating effectively, both orally and in writing.
Ability to
Review and analyze requests from highly complex business units to ensure compliance with firm directives.
Maneuver within unique systems to handle complex compensation setup and calculations.
Identify and recommend solutions to problems to ensure proper payouts.
Partner with other functional areas to accomplish objectives.
Execute instructions and request clarification when necessary.
Identify and resolve discrepancies.
Communicate effectively, both orally and in writing, with all organizational levels.
Demonstrate efficiency and flexibility in performing detailed tasks in a fast-paced work environment with frequent interruptions, changing priorities, and multiple deadlines.
Provide a high level of customer service, primarily via telephone.
Maintain strict confidentiality of compensation records.
Work independently as well as collaboratively within a team environment
Educational/Previous Experience Requirements
Education/Previous Experience
Associate%26rsquos degree (A.A.) or equivalent from a two-year college or technical school and three (3) years%26rsquo experience.
OR ~
An equivalent combination of education, experience and/or training 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%26#39s 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