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Job Snapshot
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Employee Type:
Full-Time -
Location:
St. Petersburg, FL -
Experience:
Not Specified -
Date Posted:
9/8/2024
Job Description
Job Summary:
Under general supervision, uses specialized knowledge and skills obtained through education, experience and/or training to provide advanced daily support to the Sales team within the Asset Management Services department. Partners with Internal Sales team to deliver reports, proposals and analysis that meet advisors needs. Adapts procedures, processes, and techniques to meet the more complex requirements of the position. Delivers superior client service, paying close attention to accuracy, timeliness and consistency.
Essential Duties and Responsibilities:
Job Requirements
Knowledge, Skills, and Abilities:
Knowledge of:
Basic/Advanced investment concepts, practices and procedures used in the securities industry.
Basic financial markets and products including, but not limited to, mutual funds and fixed income.
Basic office practices, procedures and methods.
Basic/Advanced Microsoft Office applications including, but not limited to, Excel, Word, and Outlook.
Basic mathematical calculations.
Skilled in:
Learning and applying new information.
Providing comprehensive and objective analysis and reports.
Problem solving.
Attention to detail.
Organization and time management to prioritize multiple tasks and meet deadlines while working in a fast-paced and dynamic environment.
Operating standard office equipment.
Use of required software applications to produce reports, analysis and maintain spreadsheets and databases.
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 both independently and within a team, supporting others in order to solve problems and meet deadlines.
Follow instructions and request clarification when necessary.
Interact effectively with internal and external clients through written and verbal communication.
Convey information clearly and effectively through both formal and informal documents.
Manage multiple activities simultaneously to ensure tasks are completed in a satisfactory and timely manner.
Exhibit initiative and self-direction when performing tasks.
Educational/Previous Experience Requirements:
Minimum of a Bachelor%26rsquos degree in finance, business or related degree.
One (1) to two (2) years of customer service or related experience highly preferred.
~or~
An 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
