• Trust Administrative Coordinator

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


    Job Summary:

    Provides some advanced administrative support of a function within a unit or department through clerical skills. Exchanges basic and non-routine information with internal and external customers and adapts procedures, processes, and techniques to meet the more complex requirements of the position.

    Essential Duties and 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.

    Qualifications

    Knowledge, Skills, and Abilities:

    Knowledge of:

    • Basic office practices, procedures and methods.

    • Basic mathematical calculations.

    Skill in:

    • 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.

    Educational/Previous Experience Requirements:

    • High school diploma or equivalent and (2) two - (5) five years office or customer service experience.

    ~or~

    • An equivalent combination of education, experience and/or training.