Sr Associate Sales Coordinator

Raymond James•Saint Petersburg, FL

1d•Hybrid

About The Position

Under limited supervision, this role uses knowledge and skills obtained through experience, training, and/or certification to coordinate and support sales activities for Raymond James Trust. The position involves communicating information with internal and external customers, adapting procedures, processes, and techniques to accomplish the requirements of the role. A key responsibility includes organizing and planning logistics for regional events. The Sr Associate Sales Coordinator also serves as a resource to others in the resolution of problems and issues.

Requirements

Knowledge of basic office practices, procedures, and methods.
Knowledge of basic mathematical calculations.
Knowledge of basic principles and practices of event planning for events.
Knowledge of key internal and/or external contacts to request assistance from or utilize expertise.
Organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines.
Proficiency in operating standard office equipment and using required software applications to produce correspondence, electronic communication, and maintain spreadsheets and databases.
Ability to provide on-site coordination of events.
Ability to research, plan, and execute logistics for events.
Ability to build solid, effective working relationships with others.
Ability to collaborate with others in the development of their skills.
Ability to execute instructions and request clarification when necessary.
Ability to provide courteous, timely service when addressing customer questions and concerns.
Ability to speak clearly and concisely.
Ability to convey information clearly and effectively through both formal and informal documents.
Ability to constructively work under stress and pressure when faced with high workloads and deadlines.
Ability to plan, organize, and coordinate work assignments.
Ability to promote team cohesiveness, cooperation, and effectiveness.
Ability to balance conflicting resource and priority demands.
Ability to work independently with minimal supervision.
High School (HS) education.
General Experience: 7 to 12 months.

Responsibilities

Answers questions from Financial Advisors and prospective clients regarding general trust and estate planning concepts, each level of service provided by the Trust Company, as well as fee schedules.
Builds and maintains working relationships through communication and follow-ups with the client and/or the Financial Advisor.
Applies advanced skills and procedures appropriate for the position within assigned functional area.
Performs duties and tasks that reflect substantial variety and complexity.
Assists others in the resolution of complex problems and issues.
Schedules, reports, and tracks information for the department.
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 analysis of information.
Takes lead answering the general Sales Line.
May assist in orienting and training lower level employees.
Performs other duties and responsibilities as assigned.