Teams at Raymond James

Serves as the first point of contact for clients, visitors, and callers; schedules appointments; manages mail, supplies, filing, and administrative tasks; prepares meeting spaces; maintains a polished office environment; and supports advisors, team members, events, and daily office workflows.

Supports the Legal Documents Center of Excellence within New Accounts by responding to client inquiries, handling complex cases, maintaining Microsoft documents and databases, and updating departmental systems. The role also involves following organizational policies and regulatory procedures, coordinating information internally and externally, recording budget and expense details, and providing accurate, thorough client service with guidance.

Provides client service and administrative support across the SOS and Transitions teams within New Accounts. Handles telephone, email, and mail inquiries; manages complex client cases; maintains documents, databases, and departmental systems; records budgets, purchases, time, and expenses; and follows organizational policies, regulatory codes, and procedures.