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Job Snapshot
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Employee Type:
Full-Time -
Location:
St. Petersburg, FL -
Experience:
Not Specified -
Date Posted:
9/20/2024
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
Job Summary
Under limited supervision uses specialized knowledge and skills obtained through experience, specialized training or certification to facilitate the creation and implementation of systems needed to provide new offices, satellite offices and financial advisors (FAs) with a successful transition to Raymond James and Associates (RJA) and Raymond James Financial Services (RJFS). Fosters and collaborates in the development of relationships with new offices and FAs. Identifies, researches and works with home office associates to resolve problems associated with transitions. Guidance is provided to perform varied work that is somewhat difficult in character requiring some evaluation, originality and ingenuity to make moderately complex decisions.
Essential Duties and Responsibilities
Job Requirements
Knowledge, Skills, and Abilities
Knowledge of
Basic office practices, procedures and methods.
Account types, the transfer process, and industry operations in general.
Back office systems.
Skill in
Organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines.
Operating standard office equipment and using required software applications to produce correspondence, presentations, electronic communication and spreadsheets.
Detail orientation to ensure quality standards are met without impairing workflow.
Follow-up to ensure resolution and completion of tasks.
Ability to
Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
Use effective oral and written communication skills sufficient enough to interact effectively with and guide financial advisors and their staff on various operational issues.
Execute instructions and request clarification when necessary.
Constructively work under stress and pressure when faced with high workloads and deadlines.
Provide a high level of customer service in a calm, courteous and professional manner.
Work independently as well as collaboratively within a team environment.
Establish and maintain effective working relationships at all levels of the organization.
Learn new software and proprietary systems as needed.
Educational/Previous Experience Requirements
Bachelor%26rsquos Degree in Business or in related field with a minimum of three (3) years related brokerage operation and compliance experience in the financial services industry.
OR ~
An equivalent combination of experience, education, and/or training as approved by Human Resources.
Licenses/Certifications
SIE required provided that an exemption or grandfathering cannot be applied.
Series 7 required.
Series 63 or 66 required or obtained within 120 days depending on state requirements.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm%26#39s 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
