- Raymond James Financial, Inc. (Southfield, MI)
- …+ Take overall responsibility for designing, developing, and delivering the organization's operational strategy and outcomes. + Take overall responsibility for ... setting and approving area budgets that achieve organizational strategy. + Manage and report on business performance; hold direct reports accountable for achievement of business plans, and take corrective action where necessary to ensure the achievement of… more
- Raymond James Financial, Inc. (Troy, MI)
- …+ Support branch operations by managing advisor transitions, account updates, and documentation. + Process new business applications and handle money movement ... requests in accordance with compliance standards. + Assist advisors by execute trades and process account activity. + Respond to advisor and client inquiries via phone and email, ensuring timely and accurate follow-up. + Monitor and manage shared team email… more
- Raymond James Financial, Inc. (Southfield, MI)
- …+ Follow strict procedures to ensure compliance with regulatory and internal standards. + Perform data entry and maintain organized digital records. + Collaborate ... with team members to ensure smooth workflow and timely execution. **What You Bring** + Exceptional written communication skills (email is your primary tool). + Strong attention to detail and a love for "money math." + Ability to work quickly and accurately in… more
- Raymond James Financial, Inc. (Southfield, MI)
- …+ Own the end-to-end mutual fund operations function, including governance of securities master and trading restrictions; trade execution and settlement; corporate ... actions and fund event processing (mergers, liquidations, MF to ETF conversions); share class conversions; networking functions; cash, share, and dividend reconciliation; direct fund account management; vendor oversight; fund relationship management; and… more
- Raymond James Financial, Inc. (Troy, MI)
- …As a **Senior Life Insurance Underwriter** , you will play a critical role in facilitating the sale of life insurance by applying sound, cost-effective underwriting ... principles. You will assess risk and determine appropriate premium classifications based on a comprehensive evaluation of applicants' health, financial background, occupation, travel, and lifestyle. **Key Responsibilities** + **Risk Assessment &… more