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Senior Trading Support Associate in St. Petersburg, FL at honor foundations

Date Posted: 9/12/2024

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.

Hours: 8am-5pm ET (7:30am-4:30pm CT)

Job Summary:

Under limited supervision, uses intermediate knowledge and skills obtained through experience and/or training to provide support to branches, advisors and other trading groups in specific trading activities within an assigned functional area. Serves as a resource to advisors in resolving routine to intermediate problems and issues. Extensive contact with internal and external customers is required to identify, research, and resolve problems.

Essential Duties and Responsibilities:


















Job Requirements

Knowledge, Skills, and Abilities:

Knowledge of:

  • Intermediate investment concepts, practices, procedures and industry regulations related to Mutual Fund trading activities.

  • Principles and practices of customer relations and communications.

  • Accounting principles.

  • Front-end system used in assigned functional area and its relationship with account history.

  • Excel, Word, Outlook and other applications as needed.

    Skill in:

  • Identifying financial events that affect orders.

  • Reconciling and correcting transactions.

  • Updating and maintaining information systems.

  • Handling a high volume workload, phone calls and various other requests within specified timeframes.

  • Operating standard office equipment and using required software applications, sufficient to create documents, spreadsheets, and business correspondence.

    Ability to:

  • Work under pressure on multiple tasks concurrently and meet deadlines in a fast-paced work environment with frequent interruptions and changing priorities.

  • Read, interpret, analyze and apply transaction information.

  • Analyze and solve problems.

  • Communicate effectively, both orally and in writing with associates, and internal and external customers.

  • Work independently with limited direction as well as collaboratively within a team environment.

  • Handle stressful situations and provide a high level of customer service in a calm and professional manner.

  • Interpret and apply policies and identify and recommend changes as appropriate.

  • Establish and maintain effective working relationships at all levels of the organization.

  • Perform basic/intermediate levels of research.

    Educational/Previous Experience Requirements:

  • Associate’s Degree (A.A.) and/or a minimum of three (3) to five (5) 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