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Job Snapshot
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Employee Type:
Full-Time -
Location:
Memphis, TN -
Job Type:
-
Experience:
Not Specified -
Date Posted:
10/23/2024
Job Description
Job Summary
Under direct supervision, uses skills gained through training and experience in the securities industry to assist in the utilization of a Portfolio Management System and Brokerage Accounting system to provide clients and internal departments with cost basis, gain/loss, pricing, corporate action information and performance reporting. Deliver superior client service through accuracy, timeliness and consistency. Enter data, review daily reports and research any discrepancies. This involves interaction with fellow colleagues and mid-level managers, other departments and branch associates.
Essential Duties and Responsibilities
Job Requirements
Knowledge, Skills, and Abilities
Knowledge of
Accounting, logic and analytical skills to understand how Raymond James brokerage, cost basis and performance systems operate
Fundamental investment concepts, practices and procedures used in the securities industry
Financial markets and products
Financial service industry and specific knowledge of the functions and interrelations of the departments within Raymond James Financial
Skill in
Learning and applying new information, skills and processes quickly and providing comprehensive and objective analysis
Problem solving
Organization and attention to detail sufficient to prioritize multiple tasks while working in a fast-paced dynamically changing environment
Microsoft Office applications sufficient to produce documents, spreadsheets and email
Ability to
Establish and maintain effective working relationships
Handle stressful situations and provide a high level of customer service in a calm and professional manner
Work well and support others in a team approach to problem solving as well as work independently when required
Interact effectively with external and internal clients through both written and verbal communication
Give customer satisfaction high priority and proactively address customer needs
Manage multiple activities simultaneously to ensure timely and satisfactory completion of responsibilities
Exhibit initiative and self direction when performing tasks
Educational/Previous Experience Requirements
Education/Previous Experience
Bachelors Degree or equivalent work experience. A minimum of two (2) to three (3) years of general work experience preferred.
OR ~
An equivalent combination of education, experience and/or training.
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
