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Operations Support Specialist | New Advisor…
- Raymond James Financial, Inc. (St. Petersburg, FL)
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**Responsibilities** :
+ Produce, update, and provide best practice support on Microsoft documents, databases, and other departmental systems. Tasks may include purchasing materials, entering budgetary information, and recording time and expenses.
+ Prepare routine letters, email, minutes of meetings, and reports for approval by more senior colleagues or a senior executive.
+ Schedule appointments, make arrangements for meetings and conferences, and organize travel plans, following instructions to ensure more senior colleagues or a senior executive make the best use of their time.
+ Scheduling Advisor Home Office Visits and completion of various onboarding support tasks.
+ Ordering and distribution of office and kitchen supplies for our floor.
**Skills** :
+ Plan, organize, prioritize and oversee activities to efficiently meet objectives.
+ Understand and effectively use standard office equipment and standard software packages to support business processes.
+ Acquire, organize, protect and process data in order to fulfill business objectives.
+ Select and deploy the appropriate office system and to use it to optimum effect.
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