Senior Administrative Assistant

Raymond James•New York, NY

27d•Hybrid

About The Position

Under general supervision, the Senior Administrative Assistant uses advanced skills and knowledge gained through training and experience to provide a wide variety of administrative and staff support services to a manager or group of managers within an assigned functional area. The role follows established procedures for routine tasks and receives general guidance for work involving substantial variety and complexity, with limited decision-making responsibility. Some originality and ingenuity are needed to select and apply appropriate procedures, processes, and techniques to broad assignments. The position resolves most questions and problems, refers new or unusual issues to a higher level, and may serve as a resource to others. Routine contact with internal and external customers is required to obtain, clarify, or provide information and may include communicating information to sell or service products. The position oversees or performs diverse administrative activities and serves as a liaison with other functional areas and external stakeholders. It may train, assign, and monitor the work of others. Duties include preparing administrative correspondence and documentation; researching and compiling information; preparing reports and summaries; assisting with fiscal administration; coordinating support activities; scheduling appointments, meetings, events, and travel; and maintaining files, records, inventories, and data management systems. Other duties and responsibilities may be assigned. The role requires knowledge of administrative support practices, basic accounting, investment concepts, banking and finance, securities operations, and financial markets and products. The successful candidate can perform varied administrative tasks, operate standard office equipment and required software, manage shifting priorities and deadlines in a fast-paced environment, communicate effectively, provide strong customer service, and collaborate with people at all levels of the organization. This is a hybrid position with travel of less than 25%. The salary range is $55,000.00–$85,009.60. Total compensation may include base pay and additional compensation, discretionary bonuses, or commissions. Benefits may include medical, dental, and vision coverage; life, critical illness, accident, and disability insurance; retirement savings; paid time off; and parental leave. Eligibility and specific offerings may vary by position and employment status.

Requirements

High School Diploma and a minimum of six years of general administrative support experience, or an equivalent combination of experience, education, and/or training approved by Human Resources.
Knowledge of advanced concepts, principles, and practices of administrative support.
Knowledge of basic accounting principles, fundamental investment concepts and securities-industry practices and procedures, basic banking and finance principles, securities-industry operations, and advanced terminology of financial markets and products.
Skill in performing diverse administrative tasks; preparing correspondence and documentation; researching, gathering, and compiling information; selecting relevant data and preparing reports; and managing correspondence and operational follow-up.
Skill in scheduling appointments and calendars, coordinating meetings, events, and travel, maintaining files and records, and implementing data management systems.
Ability to operate standard office equipment and use required software applications.
Ability to make administrative and procedural decisions, analyze and solve problems, and attend to detail while maintaining a broad perspective.
Ability to manage multiple tasks and changing priorities, meet deadlines in a fast-paced environment with constant interruptions, and read, comprehend, and apply business-related information.
Ability to communicate effectively orally and in writing, collaborate in a team environment, provide a high level of customer service, and establish effective working relationships at all organizational levels.

Responsibilities

Oversee and/or perform diverse administrative activities for a manager or group of managers in an assigned functional area.
Serve as a central liaison with other functional areas and external stakeholders to resolve routine matters.
Create, compose, and edit administrative correspondence and documentation using knowledge of operational policies and procedures.
Research, gather, and compile data and information; prepare reports and summaries; and reply to inquiries using relevant information from various sources.
Monitor, reconcile, and assist with fiscal administration for an assigned functional area.
Provide and/or oversee support activities, including answering telephones, assisting visitors, resolving problems and inquiries, controlling incoming and outgoing correspondence, and following up on operational commitments.
Schedule appointments, maintain calendars, and coordinate meetings, events, and travel arrangements as required.
Establish, update, and maintain files, inventories, and records, and implement and maintain data management systems as required.
Maintain currency in modern office management methods and techniques.
Train, assign, and monitor the work of others as applicable.
Perform other duties and responsibilities as assigned.