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Senior Mutual Fund Security Setup Support Associate St Petersburg, FL in St. Petersburg, FL at honor foundations

Date Posted: 9/6/2024

Job Snapshot

Job Description

Hybrid Work Environment: 40% in-office and up to 60% work-from-home, if desired. Must live within commutable distance from our home office.

Job Summary:

Under general supervision, uses specialized knowledge and skills obtained through experience and/or training to assist with the overall workflow of an assigned functional area. Specific functions include the update and maintenance of mutual fund product characteristics as well as fund family rules and trading requirements within Raymond James back office system. These updates impact both client fees and multiple facets of Mutual Fund Trading. Extensive written and verbal contact with internal customers and external contacts is required

Essential Duties and Responsibilities:







Job Requirements

Knowledge, Skills, and Abilities:

Knowledge of:

  • Operations and systems of assigned functional area.

  • Process flows within specific assigned functional area.

  • General accounting procedures.

  • Regulations for specific assigned functional area.

  • Basic investment concepts, practices and procedures used in the securities industry, principles of banking and finance and securities industry operations and/or financial markets and products, as required by assigned functional area.

    Skill in:

  • Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets,

    and databases.

    Ability to:

  • Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.

  • Use appropriate interpersonal styles and communicate effectively, both orally and writing, with internal associates and external contacts at all levels.

  • Effectively gather all relevant information in order to analyze, research, and resolve business issues in order to make decisions.

  • Analyzing data to identify discrepancies.

  • Problem solving.

  • Demonstrate strong numerical aptitude and use critical thinking when solving operational problems

  • Attend to detail while maintaining a big picture orientation.

  • Communicate effectively, both orally and in writing.

  • Work independently as well as collaboratively within a team environment.

  • Provide a high level of customer service.

  • Establish and maintain effective working relationships.

    Educational/Previous Experience Requirements:

  • Associates Degree in related field and two (2) years of general work experience.

  • Bachelor’s Degree Preferred

    ~or~

  • Any equivalent combination of experience, education, 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