Sr. Administrative Assistant (St. Petersburg)

Reposted 5 Days Ago
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St. Petersburg, FL
In-Office
Mid level
Financial Services
The Role
The role involves supporting administrative tasks, managing documentation, organizing events, and providing operational support while ensuring efficiency and compliance.
Summary Generated by Built In

Job Description Summary

An entry-level professional in the field of Administration/Support/Service. Uses professional concepts to resolve problems of limited scope and complexity. Limited or no prior experience in this role.

Job Description

Responsibilities:

  • Produce, update, and provide best practice support on complex Microsoft documents, databases, and other departmental systems, advising colleagues as needed and using expertise to help improve processes.
  • Prepare tailored letters, emails, and more complex reports and agendas and minutes of meetings for approval by a board-level executive.
  • Arrange venues, equipment, catering, accommodations, and travel for participants arriving from various locations to ensure the smooth running of medium-scale events.
  • Assign short-term work schedules to a team of subordinates in order to achieve expectations while following established timelines.
  • Execute a communications plan within established internal communication systems and procedures.
  • Create a company-wide document management system and ensure compliance with it.
  • Organize and prepare complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for special reports.
  • Provide operational support services and sometimes act as first-line supervisor of a transactional operations area. Involves using existing systems and protocols.
  • Help senior colleagues manage client and customer relationships by using relevant sales or client systems.
  • Help senior colleagues manage internal client and customer relationships by using relevant sales or client systems.
  • Manage basic aspects of the data management system with guidance from senior colleagues. This includes being responsible for developing or operating basic elements of the data management systems to deliver prescribed outcomes.
  • Perform a range of facilities management activities, either to support others or to achieve pre-established outcomes.

Skills:

  • Works without supervision and provides technical guidance when required on planning, organizing, prioritizing and overseeing activities to efficiently meet business objectives.
  • Applies comprehensive knowledge to act independently while providing guidance and training to others on using clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies.
  • Works without supervision and provides technical guidance when required on developing, monitoring, interpreting and understanding policies and procedures, while making sure they match organizational strategies and objectives.
  • Works with guidance (but not constant supervision) to develop appropriate plans or perform necessary actions based on recommendations and requirements.
  • Independently supports business processes with comprehensive understanding and effective use of standard office equipment and standard software packages, while also providing guidance and training to others.
  • Uses an understanding of numerical concepts to perform mathematical operations such as report analysis without supervision and provides technical guidance when required.
  • Works without supervision and provides technical guidance when required on selecting, deploying and getting the best results from the most appropriate office system.

Education

High School (HS) (Required)

Work Experience

General Experience - 3 to 6 years

Certifications

Travel

Less than 25%

Workstyle

Resident

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. 
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. 

Top Skills

Document Management Systems
MS Office
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The Company
St Petersburg, FL
14,491 Employees
Year Founded: 1962

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.

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