Sr Associate Sales Coordinator

Raymond James•Saint Petersburg, FL

3d•Hybrid

About The Position

Under limited supervision, this role uses knowledge and skills obtained through experience, training, and/or certification to coordinate and support sales activities for Raymond James Trust. The Associate Sales Coordinator communicates information with internal and external customers and adapts procedures, processes, and techniques to accomplish the requirements of the position. This role is responsible for organizing and planning logistics for regional events and serves as a resource to others in the resolution of problems and issues.

Requirements

Knowledge of Basic office practices, procedures and methods.
Basic mathematical calculations.
Basic principles and practices of event planning for events.
Key internal and/or external contacts to request assistance from or utilize expertise.
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, electronic communication and maintain spreadsheets and databases.
Providing on-site coordination of events.
Researching, planning and executing logistics for events.
Ability to Build solid, effective working relationships with others.
Collaborate with others in the development of their skills.
Execute instructions and request clarification when necessary.
Provide courteous, timely service when addressing customer questions and concerns.
Speak clearly and concisely.
Convey information clearly and effectively through both formal and informal documents.
Constructively work under stress and pressure when faced with high workloads and deadlines.
Plan, organize, and coordinate work assignments.
Promote team cohesiveness, cooperation, and effectiveness.
Balance conflicting resource and priority demands.
Work independently with minimal supervision.
High School (HS)
General Experience - 7 to 12 months

Nice To Haves

Travel Less than 25%

Responsibilities

Answers questions from Financial Advisors and prospective clients regarding general trust and estate planning concepts, each level of service provided by the Trust Company, as well as fee schedules.
Builds and maintains working relationships through communication and follow ups with the client and/or the Financial Advisor.
Applies advanced skills and procedures appropriate for the position within assigned functional area.
Performs duties and tasks that reflect substantial variety and complexity.
Assists others in the resolution of complex problems and issues.
Schedules, reports, and tracks information for department.
Compiles data for reports and collates into a single report.
Assists in preparing, reviewing, or auditing reports.
Assists with more complex research and investigation.
May prepare analysis of information.
Takes lead answering the general Sales Line.
May assist in orienting and training lower level employees.
Performs other duties and responsibilities as assigned.