Job Description

Responsibilities:

• Applies some advanced skills and procedures appropriate for the position within assigned functional area.

•  Performs duties and tasks that are frequently non-routine. Refers only the most complex issues to higher level.

•Coordinate and perform a range of staff and/or operational support activities for a manager or group of managers in an assigned functional area

•Provide administrative support including answering telephones, assisting visitors, and resolving and/or referring a range of administrative problems and inquiries.

• Schedules, reports, and tracks information for department.

• Collects data for preparation of various reports, budgets, and variance analyses.

• Compiles data for reports and collates into a single report.

• Schedule and coordinate meetings, events, appointments and/or other similar activities.

• Assists in preparing, reviewing, or auditing reports.

• Assists with more complex research and investigation. May prepare analyses of information.

• Gather, organize, summarize, index, and maintain documents from various sources.

• Sort, screen, review and distribute incoming and outgoing mail and prepares timely responses to a variety of routine written inquiries.

•Upon request from the users, processes and/or retrieves hard copy records in conjunction with the archival storage vendor.

• Establishing and maintaining files, databases, and other records.

•  Sorting, screening and distributing mail and voicemail

•  Operates standard office equipment and uses required software applications.

•  May assist in orienting and training new or lower level employees.

•  Performs other duties and responsibilities as assigned.

Knowledge of:

• Basic office practices, procedures and methods.

• Intermediate level concepts, principles and practices of providing administrative support.

• Basic mathematical calculations.

Skill in

• Organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines.

• Operating standard office equipment using required software applications to produce correspondence, electronic communication and maintain spreadsheets and databases.

•Using required software applications, including but not limited to Windows, Microsoft Word, Microsoft SharePoint and other document management databases

Ability to:

• Build solid, effective working relationships with others.

• Communicating with diverse audiences both verbally and in writing.

• Coach others in the development of their skills.

• Execute instructions and request clarification when necessary.

•  Provide courteous, timely service when addressing customer questions and concerns.

•  Speak clearly and concisely.

•Demonstrate critical thinking, strong analytical ability, and judgment when solving problems in a calm and professional manner.

•  Convey information clearly and effectively through both formal and informal documents.

•  Constructively work under stress and pressure when faced with high workloads and deadlines.

Education

High School (HS)

Work Experience

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

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. 

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