US-FL-St. Petersburg-Saint Petersburg
Mutual Fund Account Services Support Associate | St. Petersburg, FL or Memphis, TN | 8am-5pm ET (9am-6pm CT)-2401130
Description
Hybrid Work Environment
40% in-office and up to 60% work-from-home, if desired. Must live within commutable distance from our home office.
Monday-Friday from 9am-6pm CT
Regular Shift Hours
- Training Schedule Hours will be Mon-Fri from 8am-5pm ET and CT
- Training can vary - typically around 3 months
- After the training period, the regular shift will be from 8am-5pm ET (in St. Petersburg, FL) or 9am-6pm CT (in Memphis, TN).
Job Summary
Under general supervision, will apply comprehensive knowledge of mutual fund position maintenance by processing networking requests received through various department portals from financial advisors or branch associates to bring client accounts into or out of the Raymond James system. Will research incoming commission and fees for branch associates to ensure proper receipt and payment. Perform daily follow up to assure completeness and accuracy. May participate in defined work or projects of basic scope and complexity.
Essential Duties and Responsibilities
Reviews standard issues, analyzes and interprets data and determines appropriate corrective action.
Qualifications
Knowledge, Skills, and Abilities
Knowledge of
Basic investment concepts, practices, procedures and industry regulations related to Mutual Funds
Skill in
Organization and time management sufficient to prioritize workload, handle multiple tasks, and meet critical deadlines
Ability to
Perform basic levels of research, analyze and solve issues
Educational/Previous Experience Requirements
High school diploma or equivalent and a minimum of zero (0) to three (3) years of experience in the financial services industry.
Licenses/Certifications
None required
Raymond 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-FL-St. Petersburg-Saint Petersburg
Other Locations
US-TN-Memphis-Memphis
Organization
Operations & Administration
Schedule
Full-time
Shift
Day Job
Travel
NoEligible for Discretionary BonusYes#LI-CA1