Charitable Accounts Specialist - Hybrid

Raymond James, Inc.; Florida; Hybrid; USD 42,000 - 62,000; Full time

Job summary

Raymond James Charitable is seeking a New Accounts Associate in Saint Petersburg, FL, to provide operational support for charitable endowment funds. You will process transactions, establish new accounts, and maintain donor records with accuracy and excellent service.

Responsibilities include vetting donations, ensuring policy compliance, and supporting process improvements. The role requires attention to detail, organization, and strong communication with donors and advisors.

Qualifications

• Strong attention to detail and commitment to accuracy.
• Excellent organizational and time management skills.
• Ability to manage multiple tasks and priorities in a fast-paced environment.
• Strong written and verbal communication skills.
• Customer service mindset with a professional and positive approach.
• Ability to research, analyze, and resolve routine issues independently.
• Proficiency with Microsoft Office applications and business systems.

Responsibilities

• Process charitable giving transactions, including new account establishment, contributions and incoming assets, charity vetting and due diligence reviews, grant approvals and distributions, and ongoing account maintenance.
• Review transactions and account documentation for completeness, accuracy, and compliance with policies and procedures.
• Conduct research and resolve routine processing exceptions, escalating more complex issues as needed.
• Enter, update, and verify information within company systems to ensure data integrity and accurate recordkeeping.
• Communicate professionally with internal associates, financial advisors, charitable organizations, and donors via email and telephone.
• Respond to inquiries and provide exceptional service while adhering to service level agreements and quality standards.
• Support department projects, process improvement initiatives, and other assignments as directed by management.
• Maintain a high level of attention to detail while consistently meeting productivity, quality, and timeliness expectations.
• Follow all applicable regulatory requirements, operational procedures, and internal policies.

Skills

Attention to detail

Organization & time management

Written and verbal communication

Customer service mindset

Multitasking in deadline-driven env

Independent issue resolution

Tools

Microsoft Office

Business systems

Job description

Raymond James Charitable is seeking a New Accounts Associate in Saint Petersburg, FL, to provide operational support for charitable endowment funds. You will process transactions, establish new accounts, and maintain donor records with accuracy and excellent service.

Responsibilities include vetting donations, ensuring policy compliance, and supporting process improvements. The role requires attention to detail, organization, and strong communication with donors and advisors.