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
High volume of daily interactions
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
Effective communication across multiple platforms
Organize, manage, and track multiple tasks
Handle stressful situations calmly
Proactively follow up on submitted items
Key Requirements
High School Diploma or equivalent
One (1) or more years securities industry or related work experience preferred