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Job Snapshot
-
Employee Type:
Full-Time -
Location:
St. Petersburg, FL -
Job Type:
-
Experience:
Not Specified -
Date Posted:
9/15/2024
Job Description
Job Summary
Under general supervision, use specialized knowledge and skills obtained through experience and/or training to assist with the overall management of an assigned functional area, including collaborating with the management team to identify opportunities for operational efficiency, productivity improvements and assisting with special projects. Will be responsible for training, leading the work of other associates and supervising highly routine work. Detailed instructions and established procedures and prescribed guidelines are provided to perform a variety of tasks requiring considerable evaluation, originality or ingenuity in making routine decisions. Recommends solutions to complex problems. Provide leadership and assistance on projects and job functions within the department. Associate will be responsible for supporting department training including the maintenance of the department training tools. Extensive contact with internal and external clients to identify, research, and resolve problems.
Essential Duties and Responsibilities
Job Requirements
Knowledge, Skills, and Abilities
Knowledge of
Operations and systems of assigned functional area.
Advanced customer operations and financial industry knowledge.
Advanced accounting concepts and principles.
Advanced investment concepts, practices and procedures used in the securities industry and as required by assigned functional area.
Financial markets and products.
Skill in
Detail orientation and flexibility sufficient to handle high volume of phone calls requiring quick analytical and supportive responses.
Interpersonal and communication (written and verbal) skills sufficient to interact with associates at all levels of the organization as well as financial advisors and branch personnel.
Identifying and resolving operational issues.
Numerical aptitude and critical thinking sufficient to solve operational problems.
Analyzing operational processes and identifying opportunities for improvement.
Operating standard office equipment and using required software applications to produce correspondence, reports and electronic communication.
Ability to
Navigate stressful situations and provide a high level of customer service in a calm and professional manner.
Partner with other functional areas to accomplish objectives.
Attend to detail while maintaining a big picture orientation.
Read, comprehend and apply business-related information.
Interpret and apply policies and identify and recommend changes as appropriate.
Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organization levels.
Research and analyze account information.
Work independently as well as collaboratively within a team environment.
Serve as a role model and provide a high level of customer service
Establish and maintain effective working relationships at all levels of the organization.
Educational/Previous Experience Requirements
Education/Previous Experience
Associate%26rsquos degree and two (2) to five (5) years of relative service 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'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
