Data Management & Reporting Specialist

Raymond James•Saint Petersburg, FL

2d•Hybrid

About The Position

Under limited supervision, the Data Management & Reporting Specialist uses skills and knowledge gained through education and experience to support day-to-day departmental activities through accurate, timely, consistent, and compliant data analysis and management. The role participates in projects of moderate scope and complexity, resolves issues, manages ongoing support processes such as data uploads, develops technical documentation and user manuals, and provides initial associate or advisor training. It involves evaluating and resolving data-quality issues, researching discrepancies, and coordinating with leadership, peers, other departments, and project stakeholders. The specialist also interacts with financial advisors to explain and troubleshoot data issues with office staff. The role supports the successful onboarding of advisors through data maintenance, reconciliation, and resolution of issues with incoming data. It identifies and resolves data-collection problems involving internal departments, third-party vendors, and onboarding advisors; tracks escalated discrepancies through resolution; monitors data-quality metrics; and helps define data attributes, controls, and workflows. The specialist maintains departmental procedures and job aids, contributes subject-matter expertise, proposes process improvements, and helps coordinate departmental workflow and improvement initiatives. This is a hybrid role. The associate is expected to work from a Raymond James office at least three days per week, including either Monday or Friday. Travel is less than 25%.

Requirements

High school education completed.
General work experience of 7 to 12 months.
Advanced Excel experience, including formulas, pivot tables, and macros.
Knowledge of the asset management industry, concepts, practices, and procedures.
Ability to learn and apply new information, skills, and processes quickly.
Strong organization and attention to detail, including the ability to prioritize multiple tasks in a fast-paced, changing environment.
Ability to operate standard office equipment and use software applications to produce correspondence, reports, electronic communications, spreadsheets, and databases.
Ability to learn the concepts, principles, and practices of the functional area.
Ability to solve medium to complex problems.
Ability to work independently and as part of a team.
Ability to prioritize customer satisfaction and proactively address customer needs.
Ability to respond to common inquiries from internal teams and onboarding advisors.
Effective oral and written communication skills.
Ability to ensure the accuracy of data, reports, correspondence, and databases.

Responsibilities

Provide front-line data maintenance and reconciliation to support onboarding advisors, and resolve issues with incoming data.
Research, identify, and resolve data-collection issues involving internal departments, third-party vendors, and onboarding advisors.
Maintain regular contact with internal peers, departments, stakeholders, and clients to identify, research, and resolve issues.
Collaborate with data or project associates to remedy data discrepancies.
Escalate data discrepancies to the manager or stakeholders in a timely manner and track them until resolved.
Work with the manager and stakeholders to define required data attributes and controls and develop active data workflows.
Maintain departmental documentation, including job procedures, job aids, and checklists.
Track and monitor key data-quality metrics.
Provide subject-matter expertise to department peers and onboarding advisors on data-related projects and processes.
Propose improvements to data-maintenance processes.
Assist in coordinating workflow across departmental functional areas.
Support process-improvement initiatives by defining problems, documenting analysis, and recommending solutions.
Perform other duties and responsibilities as assigned.