Fee Based Senior Associate - Trading Administration

Raymond James•Saint Petersburg, FL

2d•Hybrid

About The Position

This position supports projects, processes, and day-to-day operational activities while following departmental policies and procedures. Responsibilities are diverse and may change according to business needs and priorities. The role serves as a primary point of contact between Raymond James branch offices and the Home Office, helping with account servicing, maintenance, updates, and issue resolution to provide an exceptional advisor experience. Asset Management Services (AMS), a division of Raymond James & Associates, partners with financial advisors to provide asset management products, services, and investment solutions for clients. The position performs operational procedures involving fee-based accounts, responds to inquiries, researches complex issues, maintains records, and assists with team coverage, training, and special projects. The work follows a hybrid model, with the selected candidate expected to work two to three days per week at the Saint Petersburg, Florida, corporate office.

Requirements

General work experience of 13 months to 3 years.
Required education is listed as Bachelor’s or High School (HS).
Knowledge of intermediate principles, practices, and procedures for general office operations and fee-based operations, finance, and/or securities industry operations.
Knowledge of process flows and regulations for an assigned functional area.
Skill operating standard office equipment and required software applications to produce correspondence, reports, electronic communications, spreadsheets, and databases.
Ability to analyze data to identify discrepancies and solve problems.
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, resolve them, and make decisions.
No licenses or certifications required.

Responsibilities

Perform operational procedures such as processing new fee-based agreements, reconciling systems, processing account distributions, and handling terminations.
Answer calls and questions regarding fee-based accounts.
Research and resolve advanced and complex business issues.
Provide backup coverage for cross-functional responsibilities during absences.
Assist with special projects.
Maintain data files and records.
Prepare letters, memos, and other documents.
Monitor incoming mail and documents.
Provide training to other team members.
Perform other duties and responsibilities as assigned.

Benefits

Medical insurance
Dental insurance
Vision insurance
Life insurance
Critical illness insurance
Accident insurance
Disability benefits
Retirement savings
Paid time off, including vacation, holidays, and sick leave
Parental leave
Additional compensation may include cash or equity, discretionary bonuses, or commissions