Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.
Carry out operational tasks by following established processes. This will involve adjusting multiple settings or parameters to meet performance standards.
Prepare routine letters, memoranda, reports, and similar documents following detailed instruction. This is likely to involve using the full range of functions within standard office software.
Produce, update, and provide best practice support on Microsoft documents, databases, and other departmental systems. Tasks may include purchasing materials, entering budgetary information, and recording time and expenses.
Requirements
Works at an intermediate level to monitor, interpret and understand policies and procedures and ensure their alignment with organizational strategies and work objectives. Typically works with guidance.
Works at an intermediate level to plan, organize, prioritize and oversee activities to efficiently meet objectives. Typically works with guidance.
Works at an intermediate level to review and evaluate recommendations and requirements and to develop appropriate plans or deliver actions required. Typically works with guidance.
Knowledge Of:
Complex investment concepts, practices, procedures and industry regulations related to Mutual Fund Reconciliation activities.
Intermediate mathematical skills including addition, subtraction, multiplication, division, percentages, fractions, averages and balancing sufficient to complete settlement.
Accounting principles.
Principles and practices of customer relations and communications.
Excel, Word, Outlook and other applications as needed.
Education
High School (HS) (Required)
Work Experience
General Experience - 7 to 12 months
Certifications
Travel
Less than 25%
Workstyle
Hybrid
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
Benefits
Dental insuranceVision insurancePaid time offEquity / stock optionsPerformance bonusParental leave
Additional Information
Job Description Summary
Execute standard banking transactions for specific units or operating/processing departments in accordance with administrative and operational processes. Process a range of specialized and non-standard transactions that usually require some research or investigation.
Job Description
Raymondjames · Southfield, Michigan - United States