Operations Specialist - Raymond James Investment Management

Raymond James•Saint Petersburg, FL

5d•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.

Requirements

Knowledge of office practices, procedures, and methods
Knowledge of basic concepts, practices, and procedures of securities trading
Knowledge of basic accounting principles and procedures
Organizational and time management sufficient to prioritize workload, handle multiple tasks, and meet deadlines.
Composing and editing correspondence and documentation
Updating and maintaining information systems
Maintaining data management systems
Operating standard office equipment and using required software applications, sufficient to create documents, spreadsheets, and business correspondence
Ability to work under pressure on multiple tasks concurrently and meet deadlines in a fast-paced work environment with frequent interruptions and changing of priorities
Ability to read, interpret, analyze, and apply transaction information
Ability to communicate effectively, both orally and in writing with associates, and internal and external customers
Ability to work independently as well as collaboratively within a team environment
Ability to handle stressful situations and provide a high level of customer service in a calm and professional manner
High School Diploma or equivalent and two (2) year of experience in the financial services industry preferred
General Experience - 13 months to 3 years

Nice To Haves

Bachelor’s: Business Administration
Bachelor’s: Finance
High School (HS): Finance

Responsibilities

Assists in maintaining multiple variations to the core operations process
Assist with opening new accounts, processing cash deposits, and withdrawals
Assists in the responsibility of maintaining a variety of sponsor relationships
Identifies and notifies traders of events that affect trading
Contacts internal and external customers to assist in resolving trading problems as directed
Establishes, updates, and maintains records on data management systems, as required
Operates standard office equipment and uses required software applications
Performs other duties and responsibilities as assigned