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.
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.
Create, organize, and maintain files containing the correspondence and records of a senior colleague.
Help manage internal client relationships by supporting others to build effective working relations.
Assess compliance with established standards and protocols for routine inquiries.
Support others by working on a variety of data management tasks.
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.
Develop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.
Requirements
Supports business processes with guidance but not constant supervision by understanding and effectively using standard office equipment and standard software packages.
Uses clear and effective verbal communications skills with guidance (but not constant supervision) to express ideas, request actions and formulate plans or policies.
Works with guidance (but not constant supervision) to plan, organize, prioritize and oversee activities to efficiently meet business objectives.
Works with guidance (but not constant supervision) to develop appropriate plans or perform necessary actions based on recommendations and requirements.
Works under guidance (but not constant supervision) to analyze data trends for use in reports to help guide decision making.
Uses an understanding of numerical concepts to perform mathematical operations such as report analysis with guidance (but not constant supervision).
Works with guidance (but not constant supervision) to select, deploy and get the best results from the most appropriate office system.
Works with guidance (but not constant supervision) to develop, monitor, interpret and understand policies and procedures, while making sure they match organizational strategies and objectives.
Education
Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance, 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
This position follows our hybrid-friendly schedule, so you get the best of both worlds - flexibility and collaboration. In office days will be 3 per week averaging 12 days per month in our Memphis, TN Corporate Office.
Hours : Mon-Fri, 8am-5pm ET, with opportunity for voluntary overtime.
Raymondjames · Memphis