Fee Based Senior Associate - Trading Administration

Raymond James•Saint Petersburg, FL

1d•Hybrid

About The Position

This position will follow our hybrid work model; we expect the selected candidate to work 2-3 days a week at our Saint Petersburg, FL, corporate office. Under general supervision, provides support and assistance to complete assigned job responsibilities and projects consistent with department policy guidelines and procedures. Projects and duties will vary widely based on department needs and priorities. Serves as the agent between branches and the home office. Reviews, updates, maintains, and services accounts. Asset Management Services (a division of Raymond James & Associates) offers comprehensive asset management services and products for Raymond James financial advisors.

Requirements

Intermediate principles, practices, and procedures of general office concepts and those that govern fee based operations, finance, and/or securities industry operations.
Process flows within a specific assigned functional area.
Regulations for a specific assigned functional area.
Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
Analyzing data to identify discrepancies.
Problem solving.
Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with internal associates and external contacts at all levels.
Effectively gather all relevant information in order to analyze, research, and resolve business issues in order to make decisions.
13 months to 3 years of General Experience.

Nice To Haves

Bachelor’s degree

Responsibilities

Performs a variety of operational procedures within the department, which may include: new fee based agreement processing, system reconciliation, accounts distributions, and terminations.
Answers calls and questions regarding fee based accounts.
Researches and provides resolution on advanced and more complex business issues.
Serves as a backup in cross-functional responsibilities during absences.
Assists in special projects.
Maintains a variety of data files and records.
Prepares letters, memos, and various documents.
Monitors incoming mail and documents.
Provides training to other team members.
Performs other duties and responsibilities as assigned.