Private Wealth Trust Administrative Coordinator

Raymond James•Saint Petersburg, FL

2d•Onsite

About The Position

Provides some advanced administrative support of a function within a unit or department through clerical skills. Exchanges basic and nonroutine information with internal and external customers and adapts procedures, processes, and techniques to meet the more complex requirements of the position. Job Description Responsibilities: Applies some advanced skills and procedures appropriate for the position within assigned functional area. Performs duties and tasks that are frequently non-routine. Refers only the most complex issues to higher level. Schedules, reports, and tracks information for department. Collects data for preparation of various reports, budgets, and variance analyses. Compiles data for reports and collates into a single report. Assists in preparing, reviewing, or auditing reports. Assists with more complex research and investigation. May prepare analyses of information. May assist in orienting and training lower level employees. Performs other duties and responsibilities as assigned. Knowledge of Basic office practices, procedures and methods. Basic mathematical calculations. Skills: Organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines. Operating standard office equipment and using required software applications to produce correspondence, electronic communication and maintain spreadsheets and databases. Ability to Build solid, effective working relationships with others. Coach others in the development of their skills. Execute instructions and request clarification when necessary. Provide courteous, timely service when addressing customer questions and concerns. Speak clearly and concisely. Convey information clearly and effectively through both formal and informal documents. Constructively work under stress and pressure when faced with high workloads and deadlines. Education High School (HS) Work Experience General Experience - 4 to 6 months, Manager Experience - None Certifications Travel Less than 25% Workstyle Resident At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #LI-AT1 Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF. Thanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch. Join our Talent Network to stay up to date on career opportunities that may be a good fit for you. Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive. As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow. Our people-first culture is outlined in our Culture Blueprint. Check it out to see why many choose to work at Raymond James – and why they stay.

Requirements

Knowledge of Basic office practices, procedures and methods.
Basic mathematical calculations.
Organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines.
Operating standard office equipment and using required software applications to produce correspondence, electronic communication and maintain spreadsheets and databases.
Build solid, effective working relationships with others.
Coach others in the development of their skills.
Execute instructions and request clarification when necessary.
Provide courteous, timely service when addressing customer questions and concerns.
Speak clearly and concisely.
Convey information clearly and effectively through both formal and informal documents.
Constructively work under stress and pressure when faced with high workloads and deadlines.
High School (HS)
General Experience - 4 to 6 months
Manager Experience - None

Responsibilities

Applies some advanced skills and procedures appropriate for the position within assigned functional area.
Performs duties and tasks that are frequently non-routine.
Refers only the most complex issues to higher level.
Schedules, reports, and tracks information for department.
Collects data for preparation of various reports, budgets, and variance analyses.
Compiles data for reports and collates into a single report.
Assists in preparing, reviewing, or auditing reports.
Assists with more complex research and investigation.
May prepare analyses of information.
May assist in orienting and training lower level employees.
Performs other duties and responsibilities as assigned.