Full-Time

Sr. Operational Support Specialist

Posted on 4/14/2025

Raymond James Financial

Raymond James Financial

No salary listed

Junior

St. Petersburg, FL, USA

Hybrid workstyle with less than 25% travel required.

Category
Customer Experience & Support
Customer Support
Required Skills
Risk Management
Customer Service
Data Analysis
Requirements
  • Bachelor’s: Accounting
  • Bachelor’s: Actuarial Science
  • Bachelor’s: Applied Mathematics
  • Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
  • General Experience - 4 to 6 months
Responsibilities
  • Keep track of risk parameters, identifying any deviations and reporting them to more senior colleagues. Involves working within established risk management systems.
  • Gather information and analyze risk data for recommendations to the risk modeling and risk scenarios.
  • Provide information and clarification on existing procedures, processes, and precedents.
  • Collate and analyze data using preset tools, methods, and formats. Involves working independently.
  • Prepare moderately complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for reports.
  • Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
  • Extract and combine data to generate standard reports.
  • Resolve complex queries from internal or external customers or suppliers by providing information on policies and/or procedures, referring the most complex issues to others.
  • Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching. Develop and maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Raymond James Financial

Raymond James Financial

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Company Size

N/A

Company Stage

IPO

Headquarters

Saint Petersburg, Florida

Founded

1962

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased interest in ESG investing aligns with Raymond James's recent strategies.
  • The rise of digital tools enhances client engagement for Raymond James.
  • Growing popularity of thematic ETFs presents expansion opportunities for Raymond James.

What critics are saying

  • Exposure to volatile markets due to investments in certain international ETFs.
  • Potential over-reliance on the automotive sector with new stakes in related companies.
  • Concentration in real estate and construction sectors may pose risks in market downturns.

What makes Raymond James Financial unique

  • Raymond James Financial focuses on diverse investment strategies across multiple sectors.
  • The firm is expanding its ETF offerings to include thematic and sustainable options.
  • Raymond James leverages digital tools for personalized financial planning services.

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Benefits

Hybrid Work Options

Professional Development Budget

Company News

ETF Daily News
Apr 20th, 2025
Bank of Montreal Can Buys 131 Shares of Exponent, Inc. (NASDAQ:EXPO)

Raymond James Financial Inc. purchased a new stake in Exponent in the 4th quarter worth approximately $55,131,000.

ETF Daily News
Apr 20th, 2025
Invesco Ltd. Increases Position in Harley-Davidson, Inc. (NYSE:HOG)

Finally, Raymond James Financial Inc. acquired a new stake in Harley-Davidson in the fourth quarter valued at $18,802,000.

ETF Daily News
Apr 20th, 2025
Franklin Street Properties Corp. (NYSE:FSP) Shares Sold by Russell Investments Group Ltd.

Raymond James Financial Inc. acquired a new stake in Franklin Street Properties in the fourth quarter valued at approximately $47,000.

ETF Daily News
Apr 18th, 2025
Wells Fargo & Company MN Boosts Stock Position in Global X MSCI Argentina ETF (NYSEARCA:ARGT)

Raymond James Financial Inc. purchased a new stake in Global X MSCI Argentina ETF in the 4th quarter worth approximately $36,562,000.

Slater Sentinel
Apr 16th, 2025
Insigneo Advisory Services LLC Decreases Stake in iShares Core MSCI Europe ETF (NYSEARCA:IEUR)

Raymond James Financial Inc. purchased a new stake in iShares Core MSCI Europe ETF during the 4th quarter worth about $47,919,000.

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