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  • Operations Support Specialist | New Advisor…

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



    Apply Now

    **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.

     


    Apply Now



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