• Fee Based Senior Associate - Reconciliation

    Raymond James Financial, Inc. (St. Petersburg, FL)


    _This position will follow our hybrid work model; we expect the selected candidate to work 2-3 days a week at one of our corporate offices in Memphis, TN, or Saint Petersburg, FL._

     

    Under general supervision, provides support and assistance to complete assigned job responsibilities and projects consistent with department policy guidelines and procedures. Projects and duties may vary based on department needs and priorities with a focus on reconciliation.

     

    Asset Management Services (a division of Raymond James & Associates) offers comprehensive asset management services and products for Raymond James financial advisors.

    Responsibilities:

    + Performs various operational procedures within the department, including account reconciliations.

    + Researches and provides resolution on advanced and more complex business issues.

    + Serves as a backup for cross-functional responsibilities during absences.

    + Assists in special projects.

    + Maintains a variety of data files and records.

    + Provides training to other team members.

    + Performs other duties and responsibilities as assigned.

    Skills:

    + Intermediate principles, practices, and procedures of general office concepts and those that govern fee-based operations, finance, and/or securities industry operations.

    + Process flows within a specific assigned functional area.

    + Regulations for specific assigned functional areas.

    + Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.

    + Analyzing data to identify discrepancies.

    + Mathematical abilities sufficient to process and balance daily business transactions.

    + Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.

    + Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with internal associates and external contacts at all levels.

    + Effectively gather all relevant information in order to analyze, research, and resolve business issues in order to make decisions.