Job Description Summary
Performs a number of routine tasks following set procedures in the field of Administration/Support/Service. Some problem-solving ability is required.Job Description
Responsibilities:
- Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility.
- Respond to routine requests using form letters or emails; respond to more unusual requests by editing templates to create customized responses.
- Schedule appointments, make arrangements for meetings and conferences, and organize travel plans, following detailed instructions to facilitate business meetings.
- Create, organize, and maintain files containing the correspondence and records of a senior colleague.
Skills:
- Plan, organize, prioritize and oversee activities to efficiently meet objectives.
- Understand and effectively use standard office equipment and standard software packages to support business processes.
- Acquire, organize, protect and process data in order to fulfill business objectives.
- Select and deploy the appropriate office system and to use it to optimum effect.
Education
High School (HS) (Required)Work Experience
General Experience - 7 to 12 monthsCertifications
Travel
Less than 25%Workstyle
ResidentAt 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.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
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. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
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What We Do
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,400 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.18 trillion (as of 9/30/2021). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
