Financial Planning Software Support Analyst I

Raymond James•Saint Petersburg, FL

1d•Hybrid

About The Position

Under limited supervision, this role serves as a resource to Financial Advisors and branch professionals regarding overall financial planning strategies. These strategies may include tax planning, social security, long-term care, and life insurance, among others. The analyst resolves or recommends solutions to complex problems and delivers superior client service through accuracy, timeliness, and consistency.

Requirements

Knowledge of financial industry concepts including security reorganizations, compliance requirements, alternate security valuations, cost basis, and gain/loss.
Knowledge of securities products including equities, fixed income, annuities, and options.
Knowledge of various investment and retirement accounts.
Knowledge of External Accounts and Data Aggregation system.
Knowledge of Portfolio Management applications.
Knowledge of Contact Management applications.
Knowledge of proprietary broker and financial planning applications.
Knowledge of concepts, practices and procedures in supporting computer hardware and software.
Knowledge of software installation and removal.
Knowledge of computer maintenance, backup and restoration procedures.
Knowledge of data networks and protocols.
Skill in operating personal computers, peripheral equipment, and telecommunication devices.
Skill in using operating system administration and diagnostic tools to troubleshoot and resolve technical problems.
Skill in using software to remote control end-user computers.
Skill in learning and applying new information, skills, and processes quickly and providing comprehensive and objective analysis.
Skill in organization and attention to detail.
Skill in Microsoft Office applications.
Skill in diagnosing and solving computer hardware, software, peripheral equipment, data communications, and network problems.
Skill in operating standard office equipment and using required software applications, sufficient to provide basic troubleshooting.
Ability to provide a high level of customer service at all times.
Ability to handle stressful situations and provide a high level of customer service in a calm, courteous, and professional manner.
Ability to apply critical thinking to quickly ascertain the true nature of problems and clearly communicate resolutions.
Ability to work well and support others in a team approach to problem-solving as well as work independently when required.
Ability to communicate effectively, both orally and in writing.
Ability to manage multiple tasks with changing priorities to meet deadlines in a fast-paced environment.
Ability to read, interpret, and apply information from technical manuals and other materials.
Ability to exhibit initiative and self-direction when performing tasks.
General Experience - 3 to 6 years
Obtain the Wealth Management Specialist (WMS) designation within 9 months of the first day of employment.

Responsibilities

Serve as a resource for FAs in designing a retirement plan analysis for clients and prospects that meets their overall retirement needs and goals.
Analyze certain aspects and/or the retirement plan circumstances of a client/prospect in conjunction with the FA and recommendations.
Evaluate overall individual and employer-based retirement needs, research various options, and provide retirement planning alternatives utilizing third-party software tools.
Respond to inquiries by telephone, email, and occasional in-person meetings.
Create presentations and instruct in various training programs.
Provide training around key Goal Planning & Monitoring functionality.
Take ownership of and independently handle the resolution of escalated issues and complex problems; perform analysis on escalated issues.
Troubleshoot and resolve problems on a wide variety of commercial and proprietary software.
Understand and demonstrate a basic knowledge of other RJ systems as well as other third-party vendor applications.
Contribute feedback to the overall improvement of Goal Planning & Monitoring.
Clearly and professionally communicate technical information to others.
Document product problems and their resolutions in a solutions database for future analyst reference.
Test new product releases in conjunction with software development.
Represent department and supported products at company meetings, events, and conferences, when needed.
Perform other duties and responsibilities as assigned.