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 Relationship Management (CRM) software
Effective communication across multiple platforms
Organize, manage, and track multiple tasks
Process client financial transactions
Prepare letters, forms, and reports
Nice-to-have
Detail oriented and creative problem solver
High quality/high touch critical administrative support
Contribute to continuous evolution of the firm
People-first culture
Honor, value, and respect uniqueness
Key Requirements
High School Diploma or equivalent
13 months to 3 years General Experience
1 or more years securities industry or related work experience preferred