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Sr Registered Virtual Branch Consultant-2400830

Description

Under general supervision, uses specialized skills gained through training and experience to provide proactive, virtual support to financial advisors. Provide efficient, high quality client service, account maintenance, and administrative support to advisors within the scope of the program. Follows established standard operating procedures to perform tasks, projects, and assist clients. Receives general guidance and direction to perform other work with substantial variety and complexity requiring decision making responsibility.

Job Summary

Communicates with assigned advisors proactively on a daily basis to ensure needs are being met and necessary support is being provided.

Essential Duties and Responsibilities

Qualifications

Company's working structure, policies, mission, and strategies.

Knowledge, Skills, and Abilities

Proficient use of Microsoft program suite, with advanced excel knowledge

Skill in

Help drive utilization/adoption to key tools and resources

Ability to

Associate's degree and five (5) years of licensed financial services industry service experience.

Educational/Previous Experience Requirements

SIE required provided that an exemption or grandfathering cannot be applied.

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.

We expect our associates at all levels to

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

Administrative & Support Services

Primary Location

US-RM-Remote-Remote

Organization

Private Client Group

Schedule

Full-time

Shift

Day Job

Travel

NoEligible for Discretionary BonusYes#LI-JM1