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.

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.
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.
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.