Sr. Clearance Associate I St. Petersburg, FL

Raymond James•Southfield, FL

3d•Hybrid

About The Position

Execute standard banking transactions for specific units or operating/processing departments in accordance with administrative and operational processes. Process specialized and non-standard transactions that may require research or investigation. This hybrid-friendly position requires three in-office days per week at the St. Petersburg, Florida, or Southfield, Michigan, office. The role supports operational processes, document and data management, routine correspondence, compliance with standards, and internal client relationships. Associates are expected to develop knowledge of organizational policies and relevant regulatory requirements, maintain process and technical skills through training and development, and contribute to the firm's client-first values and continuous improvement.

Requirements

High school education or equivalent; high school is listed as required.
General experience of 7 to 12 months.
Basic mathematical and bookkeeping skills, including arithmetic, percentages, fractions, averages, and balancing, sufficient to complete settlement.
Knowledge of general office practices, procedures, and methods.
Knowledge of general accounting procedures.
Knowledge of DTCC and Federal Reserve depository settlement rules and time cut-offs.
Knowledge of 15c-3 possession and control rules regarding customer fully paid securities and fail resolution.
Knowledge of Regulation T as applicable to DVP accounts.
Knowledge of MSRB Rule G-12 municipal close-outs.
Ability to use standard office equipment and software packages.
Verbal communication, planning, organization, prioritization, analysis of data trends, mathematical operations, office systems, and policy and procedure skills, with guidance but not constant supervision.
Travel of less than 25%.

Responsibilities

Produce, update, and provide best-practice support for Microsoft documents, databases, and other departmental systems.
Perform tasks that may include purchasing materials, entering budget information, and recording time and expenses.
Carry out operational tasks using established processes, adjusting settings or parameters to meet performance standards.
Prepare routine letters, memoranda, reports, and similar documents according to detailed instructions.
Create, organize, and maintain files containing correspondence and records for a senior colleague.
Support effective internal client relationships.
Assess compliance with established standards and protocols when handling routine inquiries.
Support data management tasks.
Follow mandatory procedures and applicable organizational policies, regulatory codes, and codes of conduct.
Develop and maintain process and technical skills through assessment, development planning, training, and coaching.
Work collaboratively, take ownership of results, make client-minded decisions, and contribute to continuous improvement.