Data Management & Reporting Specialist

Raymond James & Associates; Saint Petersburg (FL); Hybrid; USD 60,000 - 82,000; Full time

Benefits offered by this job

Benefits package

Hybrid work arrangement

Job summary

Raymond James & Associates is seeking a detail‑oriented data analyst to manage day‑to‑day department activities, ensure data accuracy, and support onboarding advisors with data-driven solutions.

You will interact with leadership and peers, handle data discrepancies, and contribute to developing data workflows and documentation in a hybrid work setting.

Qualifications

• High School diploma completed.
• 7–12 months general work experience.
• Advanced Excel skills including formulas, pivot tables and macros.
• Asset management industry knowledge or exposure is advantageous.

Responsibilities

• Ensure onboarding advisors are integrated with front-line data maintenance and issue resolution.
• Research and resolve data-related issues from internal departments, vendors, and onboarding advisors.
• Maintain regular contact with peers, departments, stakeholders, and clients to identify and resolve issues.

Skills

Excel advanced

Data analysis

Attention to detail

Communication skills

Team collaboration

Education

High School diploma

Job description

Job Description Summary

Please note: This role is not eligible for Work Visa sponsorship, either currently or in the future.

Under limited supervision, uses specialized skills and knowledge gained through education and experience to be responsible for the day-to-day activities of the department through accurate, timely, consistent, and compliant data analysis and management. Participates in projects of moderate scope and complexity and serves as a resource to resolve issues. Manages ongoing support processes, including data uploads. Develops technical documentation and user manuals and performs initial associate or advisor training. Guidance is provided to perform varied work that is somewhat difficult in character, requiring evaluation, originality, and ingenuity to make decisions. Active quality control of data through identification, researching of any discrepancies, and remediation. This involves extensive interaction with the leadership team, peers, and other departments or project stakeholders. Responsible for interacting with financial advisors to educate and troubleshoot data issues with office staff.

Raymond James' work environment is designed to reinforce our values-based culture while supporting the competitiveness, profitability, and long-term growth of our firm.

This role is a hybrid workstyle, with the associate expected to work from a Raymond James office location at least three days per week, including either Monday or Friday.

Job Description

Essential Duties and Responsibilities:

• Ensures successful integration of onboarding advisors by providing front-line data maintenance, reconciliation, and resolution of issues from incoming data.
• Researches, identifies, and resolves issues related to the collection of data from internal departments, third-party vendors, and onboarding advisors.
• Maintains regular contact with internal peers, other departments, stakeholders, and clients to identify, research, and resolve issues.
• Collaborates with other data or project associates to help resolve or remedy data discrepancies.
• Provides timely escalation of data discrepancies to the manager or stakeholder for clarification or resolution. Tracks all escalated discrepancies until remedied.
• Works closely with the manager and stakeholders to identify and define required data attributes and data controls to develop active data workflows.
• Maintains appropriate department documentation (job procedures, job aids, checklists, etc.).
• Tracks and monitors key data quality metrics.
• Provides subject matter expertise to department peers and onboarding advisors for data-related projects or processes.
• Proposes process improvements related to the maintenance of data.
• Assists in coordinating the workflow of all functional areas within the department.
• Assists with process improvement initiatives, defining the problem, documenting the analysis and recommending solutions.
• Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities:

Knowledge of:

• Asset management industry, concepts, practices, and procedures.
• Must have experience with Excel at an advanced level including knowledge of formulas, pivot tables, and macros.

Skill in:

• Learning and applying new information, skills, and processes quickly.
• Organization and attention to detail sufficient to prioritize multiple tasks while working in a fast-paced, dynamically changing environment.

Ability to:

• Learn the concepts, principles, and practices of the functional area.
• Solve medium to complex problems.
• Work independently as well as within a team environment.
• Give customer satisfaction a high priority and proactively address customer needs.
• Respond to common inquiries from the internal team and onboarding advisors.
• Communicate effectively, both orally and in writing.
• Ensure the accuracy of data, reports, correspondence, and databases.

Licenses/Certifications: None Required.

Education

High School (HS) - Completed (Required)

Work Experience

General Experience - 7 to 12 months

Certifications

Travel

Less than 25%

Workstyle

Hybrid

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the