Base: $60,000.00 to $80,000.00; bonus/equity: not ...
Client relationship management (crm) software
Excel for reporting
Effective communication across platforms
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.
Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies.
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.
Salary
Base: $60,000.00 to $80,000.00; Bonus/Equity: Not specified; Benefits: Not specified