This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members
Job Summary
This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members.
The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
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.
Matching Summary
This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members.
Skills & Requirements
Must-have
Client Relationship Management (CRM) software
Excel spreadsheet development
Effective multi-platform communication
Organize and track multiple tasks
Handle stressful situations professionally
Provide high level of customer service
Nice-to-have
Detail-oriented problem solver
Motivated and creative
Dynamic team environment
People-first culture
Key Requirements
High School Diploma or equivalent
1+ years securities industry or related work experience preferred
Equivalent combination of experience, education, and/or training