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  • Sr. Coordinator, PCG Compliance

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



    Apply Now

    Essential Duties and Responsibilities

    + 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 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 employees.

    + May assign and check the work of lower-level employees and/or be designated as “lead” worker.

    + Performs other duties and responsibilities as assigned.

     

    Knowledge, Skills, and Abilities

    Knowledge of:

    + Basic office practices, procedures and methods.

    + Basic mathematical calculations.

    + Key internal and/or external contacts to request assistance from or utilize expertise.

    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 (including SharePoint and Microsoft Word) 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.

    + Plan, organize, and coordinate work assignments.

    + Promote team cohesiveness, cooperation, and effectiveness.

    + Work independently with minimal supervision.

    Educational/Previous Experience Requirements

    + High school diploma or equivalent with a minimum of six (6) years’ experience in customer service or an office environment.

    ~or~

    + Any equivalent combination of experience, education, and/or training approved by Human Resources.

    Licenses/Certifications

    + None Required.

    + Additional licenses/certifications demonstrating the candidate’s knowledge/expertise in industry regulation and concepts preferred.

     


    Apply Now



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  • Sr. Coordinator, PCG Compliance
    Raymond James Financial, Inc. (St. Petersburg, FL)
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