Fee Based Senior Associate - Reconciliation
About The Position
Under general supervision, this position provides support and assistance with assigned responsibilities and projects in accordance with department policies and procedures. Duties may vary according to department needs and priorities, with a focus on reconciliation. Asset Management Services, a division of Raymond James & Associates, provides asset management services and products for Raymond James financial advisors. The role follows a hybrid work model, with the selected candidate expected to work three days per week at a corporate office in Saint Petersburg, Florida, or Memphis, Tennessee.
Requirements
- High school education completed.
- Four to six months of general work experience.
- Knowledge of intermediate principles, practices, and procedures related to general office operations and fee-based operations, finance, and/or securities industry operations.
- Knowledge of process flows and regulations for the assigned functional area.
- Ability to operate standard office equipment and use required software to produce correspondence, reports, electronic communications, spreadsheets, and databases.
- Ability to analyze data and identify discrepancies.
- Mathematical ability sufficient to process and balance daily business transactions.
- Ability to organize, manage, and track multiple detailed tasks and assignments amid changing priorities and deadlines in a fast-paced environment.
- Ability to communicate effectively, orally and in writing, with internal associates and external contacts at all levels.
- Ability to gather relevant information, analyze and research business issues, and resolve them to support decision-making.
Responsibilities
- Perform operational procedures within the department, including account reconciliations.
- Research and resolve advanced and complex business issues.
- Provide backup for cross-functional responsibilities during absences.
- Assist with special projects.
- Maintain data files and records.
- Train other team members.
- Perform other assigned duties and responsibilities.
Benefits
- Medical, dental, and vision coverage
- Life insurance
- Critical illness and accident insurance
- Disability benefits
- Retirement savings
- Paid time off, including vacation, holidays, and sick leave
- Parental leave
- Potential additional compensation, discretionary bonuses, or commissions
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
High school or GED
