Full-Time

Grants Associate

Posted on 1/15/2025

Raymond James Financial

Raymond James Financial

Entry, Junior

St. Petersburg, FL, USA

Hybrid workstyle.

Category
Financial Planning and Analysis (FP&A)
Risk Management
Finance & Banking
Required Skills
Customer Service
Data Analysis
Requirements
  • Knowledge of basic office practices, procedures and methods.
  • Knowledge of basic mathematical calculations.
  • Skill in organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines.
  • Skill in operating standard office equipment and using required software applications to produce correspondence, electronic communication and maintain spreadsheets and databases.
  • Ability to build solid, effective working relationships with others.
  • Ability to execute instructions and request clarification when necessary.
  • Ability to provide courteous, timely service when addressing customer questions and concerns.
  • Ability to speak clearly and concisely.
  • Ability to convey information clearly and effectively through both formal and informal documents.
  • Ability to constructively work under stress and pressure when faced with high workloads and deadlines.
Responsibilities
  • Reviews incoming requests submitted by clients to determine if they meet requirements for grant approval.
  • Requests and receives information from charities to determine their eligibility for receiving grants.
  • Research charities status with the IRS using resources provided.
  • Maintains a clean database for all information received from eligible organizations.
  • Collects data for preparation of various report.
  • Assists in preparing, reviewing, or auditing reports.
  • Assists with research and investigation. May prepare analyses of information.
  • Performs other duties and responsibilities as assigned.
Desired Qualifications
  • High school diploma or equivalent and zero (0) to two (2) years office or customer service experience.
  • An equivalent combination of education, experience and/or training.
Raymond James Financial

Raymond James Financial

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Founded

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