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Mutual Fund Account Services Support Associate St Petersburg, FL; Memphis, TN in St. Petersburg, FL at honor foundations

Date Posted: 11/2/2024

Job Snapshot

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 2-3 per week averaging 10-12 days per month in one of the following locations: Memphis, TN, or St Petersburg, FL.

  • Regular Shift Hours: Monday-Friday from 8am-5pm CT and ET


    Training Schedule Hours will be Mon-Fri from 8am-5pm ET and CT

    Training can vary - typically around 3 months

Job Summary:


Under general supervision, will apply comprehensive knowledge of mutual fund position maintenance by processing networking requests received through various department portals from financial advisors or branch associates to bring client accounts into or out of the Raymond James system. Will research incoming commission and fees for branch associates to ensure proper receipt and payment. Perform daily follow up to assure completeness and accuracy. May participate in defined work or projects of basic scope and complexity.


Essential Duties and Responsibilities:



Job Requirements

Knowledge, Skills, and Abilities:


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.


    Skill in:


  • Organization and time management sufficient to prioritize workload, handle multiple tasks, and meet critical deadlines
  • Researching general issues to provide timely, accurate, analytical and supportive responses.


    Ability to:


  • Perform basic levels of research, analyze and solve issues
  • Read, interpret, analyze and apply transaction information
  • Communicate effectively, both orally and in writing with associates, and internal and external customers
  • Work well under pressure on multiple tasks concurrently.
  • Meet daily deadlines with frequent volume fluctuations
  • Establish and maintain effective working relationships.
  • Work independently as well as collaboratively within a team environment.
  • Display critical thinking at a competent level.


    Educational/Previous Experience Requirements:


  • High school diploma or equivalent and a minimum of zero (0) to three (3) years of experience in the financial services industry.
    ~or~
  • Any 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'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