Fee Based Senior Associate- AMS Trading Administration-2400467
Description
Job SummaryUnder 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.Asset Management Services (a division of Raymond James & Associates) offers comprehensive asset management services and products for Raymond James financial advisors.Essential Duties and ResponsibilitiesPerforms a variety of operational procedures within the department, which may include new fee based agreement processing, system reconciliation, accounts distributions and terminations.Answers calls and questions regarding fee based accounts.Researches and provides resolution on advanced and more complex business issues.Serves as a back-up in cross-functional responsibilities during absences.Assists in special projects.Maintains a variety of data files and records.Prepares letter, memos, and various documents.Monitors incoming mail and documents.Provides training to other team members.Performs other duties and responsibilities as assigned.
Qualifications
Knowledge, Skills, and AbilitiesKnowledge ofIntermediate principles, practices, and procedures of general office concepts and those that govern fee based operations, finance and/or securities industry operations.Process flows within specific assigned functional area.Regulations for specific assigned functional area.Skill inOperating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.Analyzing data to identify discrepancies.Problem solving.Ability toOrganize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.Use appropriate interpersonal styles and communicate effectively, both orally and writing, with internal associates and external contacts at all levels.Effectively gather all relevant information in order to analyze, research, and resolve business issues in order to make decisions.Educational/Previous Experience RequirementsHigh School Diploma or equivalent and a minimum of two (2) years experience in customer service or the financial services industry.~or~ Any equivalent combination of experience, education, and/or training approved by Human Resources.Licenses/CertificationsNone RequiredRaymond James Guiding BehaviorsAt 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.We expect our associates at all levels toAt 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-TN-Memphis-Memphis
Organization
Asset Management Services
Schedule
Full-time
Shift
Day Job
Travel
NoEligible for Discretionary BonusYes#LI-AF1