Operations Support Specialist | New Advisor Transitions Dept | St. Petersburg, FL

Raymond James•Saint Petersburg, FL

2d•Hybrid

About The Position

This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration. In office days will be 3 per week averaging 12 days per month in our St Petersburg, FL Corporate Home Office. Our New Advisor Transitions dept is seeking an experienced individual contributor with advanced expertise in administrative, support, and service functions. Recognized for delivering specialized solutions, ensuring operational efficiency, and providing high-quality support within a dynamic business environment.

Requirements

Plan, organize, prioritize and oversee activities to efficiently meet objectives.
Understand and effectively use standard office equipment and standard software packages to support business processes.
Acquire, organize, protect and process data in order to fulfill business objectives.
Select and deploy the appropriate office system and to use it to optimum effect.
High School (HS)
General Experience - 7 to 12 months

Responsibilities

Produce, update, and provide best practice support on Microsoft documents, databases, and other departmental systems.
Tasks may include purchasing materials, entering budgetary information, and recording time and expenses.
Prepare routine letters, email, minutes of meetings, and reports for approval by more senior colleagues or a senior executive.
Schedule appointments, make arrangements for meetings and conferences, and organize travel plans, following instructions to ensure more senior colleagues or a senior executive make the best use of their time.
Scheduling Advisor Home Office Visits and completion of various onboarding support tasks.
Ordering and distribution of office and kitchen supplies for our floor.

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