Client interaction via phone, email, and in-person
Process client financial transactions
Open new client accounts
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 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.
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 interaction via phone, email, and in-person
Process client financial transactions
Open new client accounts
Maintain client paperwork and documentation
Prepare business summary reports
Utilize CRM software
Nice-to-have
Detail-oriented and creative problem solver
High level of organization and accuracy
Proactively follow up on submitted items
Handle stressful situations calmly
Work independently and as part of a team
Key Requirements
High School Diploma or equivalent
1+ years securities industry or related work experience preferred
Proficiency in Excel
Ability to analyze and research account information