Fee Based Senior Associate - Trading Administration

Raymond James • Memphis, TN

6d • Hybrid

About The Position

Execute standard banking transactions for specific units or operating/processing departments in accordance with administrative and operational processes. Process a range of specialized and non-standard transactions that usually require some research or investigation. Job Description This position will follow our hybrid work model; we expect the selected candidate to work 2-3 days at our corporate office in Memphis, TN. 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

• Knowledge of: 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.
• Skill in: 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.
• Ability to: 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.
• High School (HS)
• General Experience - 13 months to 3 years

Nice To Haves

• Bachelor’s: Accounting
• Bachelor’s: Business Administration
• Bachelor’s: Finance

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.

Benefits

• This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees