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About the Role

Performs routine administrative, support, and service tasks with some problem-solving ability required.

Responsibilities

• Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility.
• Respond to routine requests using form letters or emails; respond to more unusual requests by editing templates to create customized responses.
• Schedule appointments, make arrangements for meetings and conferences, and organize travel plans, following detailed instructions to facilitate business meetings.
• Organize own work schedule, coordinating with support services and assigning short-term tasks to others if necessary.
• Receive and screen visitors, answering routine questions, providing information, or directing requests elsewhere.
• Support in using the internal communications system to access specific information on request.
• Create, organize, and maintain files containing the correspondence and records of a senior colleague.
• Prepare routine letters, memoranda, reports, and similar documents following detailed instruction, likely using standard office software.
• Help manage external client relationships by carrying out simple procedural tasks.
• Help manage internal client relationships by carrying out simple procedural tasks.
• Extract relevant data from information provided by others, and input it into spreadsheets or standard formats.
• Use data management systems to access specific information as and when required.

Requirements

• Uses clear and effective verbal communications skills with guidance to express ideas, request actions and formulate plans or policies.
• Supports business processes without supervision by understanding and effectively using standard office equipment and standard software packages, while providing technical guidance as needed.
• Works with guidance to plan, organize, prioritize and oversee activities to efficiently meet business objectives.
• Works with guidance to develop, monitor, interpret and understand policies and procedures, while making sure they match organizational strategies and objectives.
• Works under guidance to analyze data trends for use in reports to help guide decision making.
• Works under guidance to acquire, organize, protect and process data to fulfill business objectives.
• Works at an intermediate level to navigate customer conversations by leveraging the four parts of a service conversation: open, learn, reply, and close.
• Uses an understanding of numerical concepts to perform mathematical operations such as report analysis with guidance.
• Works at an intermediate level to connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences.
• Works with guidance to analyze data from multiple sources to draw appropriate conclusions and make suitable recommendations.
• Works at an intermediate level to make every customer interaction positive by leaving the customer feeling understood, appreciated, and confident in the organization's ability.
• Works at an elementary level under supervision to select, deploy and get the best results from the most appropriate office system.

Location

• Resident

Work Type

• Full-time

Experience Level

• 3 to 6 years

Education Level

• High School (HS)

Salary/Compensations

• $55,000.00-$100,006.40

Benefits

• Medical, dental, and vision
• Life insurance
• Critical illness insurance and accident insurance
• Disability benefits
• Retirement savings
• Paid time off (including vacation, holidays, and sick leave)
• Parental leave

About the Company

• At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
• We expect our associates at all levels to: Grow professionally and inspire others to do the same, Work with and through others to achieve desired outcomes, Make prompt, pragmatic choices and act with the client in mind, Take ownership and hold themselves and others accountable for delivering results that matter, Contribute to the continuous evolution of the firm.
• 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.

Equal Opportunity

• The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.