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Job Snapshot
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Employee Type:
Full-Time -
Location:
St. Petersburg, FL -
Job Type:
-
Experience:
Not Specified -
Date Posted:
10/31/2024
Job Description
Job Summary:
Investment Central, a specialized department at the Raymond James home office, provides exceptional service to Raymond James clients. Although we operate as a home office department, our approach mirrors that of most Raymond James branches.
Under general supervision, uses specialized knowledge and skills obtained through experience and/or formal training to assist executors and beneficiaries of deceased clients with the complexities of final estate disbursements and beneficiary distributions. Recommends solutions to moderately complex problems.
Essential Duties and Responsibilities:
Job Requirements
Knowledge, Skills, and Abilities:
Knowledge of:
Basic office practices, procedures and methods.
Account types 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:
Provide a high level of customer service in a calm, courteous and professional manner.
Establish and maintain effective working relationships at all levels of the organization.
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 communicate and interact effectively with executors and beneficiaries.
Constructively work under stress and pressure when faced with high workloads and deadlines.
Work independently as well as collaboratively within a team environment.
Educational/Previous Experience Requirements
High School Diploma or equivalent and three (3) years experience in the financial services industry, preferably including related service experience.
Associates Degree Preferred
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 License required. 63 preferred, or ability to obtain within 120 days from hire.
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:
