This role provides high-quality administrative support to Financial Advisors, prospective clients, and branch staff within a dynamic team environment
Job Summary
This role provides high-quality administrative support to Financial Advisors, prospective clients, and branch staff within a dynamic team environment.
The ideal candidate will process client financial transactions, open new accounts, and ensure accurate documentation using internal databases and CRM software.
Raymond James values associates who grow professionally, collaborate effectively, and make prompt choices with the client in mind.
Matching Summary
This role provides high-quality administrative support to Financial Advisors, prospective clients, and branch staff within a dynamic team environment.
Skills & Requirements
Must-have
High School Diploma or equivalent
Client Relationship Management software skills
Microsoft Excel proficiency for reporting
Strong communication across multiple platforms
Ability to manage multiple tasks with changing priorities
Nice-to-have
One year securities industry experience preferred
Creative problem-solving abilities
Experience with marketing event support
Proactive follow-up on submitted items
Team-oriented work style in fast-paced environment
Key Requirements
High School Diploma required
0 to 3 months general experience acceptable
Preferred: 1+ years securities industry experience