- SALARY:NONE
- Saint Petersburg, Florida
Saint Petersburg, Florida
Associate, Managed Customer Accounts (Cash Reconciliations) | St. Petersburg, FL | 8am-430pm ET-2401476
Description
40% in-office and up to 60% work-from-home, if desired. Must live within commutable distance from our home office.
Hybrid Work Environment
Monday-Friday | 8am-430pm ET
Hours
Under general supervision, provides support and assistance to complete assigned job responsibilities and projects consistent with department policy guidelines and procedures. Projects and duties will vary widely based on department needs and priorities. Serves as the agent between branches and the home office. Reviews, updates, maintains, and services accounts. Partners with Asset Management Services (a division of Raymond James & Associates) to assist with the service and maintenance of managed accounts.
Job Summary
Performs a variety of operational procedures within the department, which may include account reconciliation, account deposits and distribution requests, security requests, and other assigned tasks.
Essential Duties and Responsibilities
Qualifications
Intermediate principles, practices, and procedures of general office concepts and those that govern managed operations, finance and/or securities industry operations.
Knowledge, Skills, and Abilities
Skill in
Ability to
Educational/Previous Experience Requirements
Licenses/Certifications
Raymond James Guiding Behaviors
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firms core values of client-first, integrity, independence and a conservative, long-term view.
At Raymond James as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Job
Operations
Primary Location
US-FL-St. Petersburg-Saint Petersburg
Organization
Operations & Administration
Schedule
Full-time
Shift
Day Job
Travel
NoEligible for Discretionary BonusYes#LI-CA1