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Private Wealth Trust Administrative Coordinator
- Raymond James Financial, Inc. (St. Petersburg, FL)
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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.
Knowledge of
+ Basic office practices, procedures and methods.
+ Basic mathematical calculations.
Skills:
+ 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.
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Private Wealth Trust Administrative Coordinator
- Raymond James Financial, Inc. (St. Petersburg, FL)