Fee Based Senior Associate - Reconciliation

Raymond James, Inc.; Florida; Hybrid; USD 42,000 - 60,000; Full time

Job summary

Raymond James is seeking a Fee Based Senior Associate - Reconciliation to join our Saint Petersburg, FL hybrid team. You will support account reconciliations, assist in resolving complex issues, and collaborate across departments to ensure accurate financial records.

The role emphasizes attention to detail, data analysis, and the ability to manage multiple tasks in a fast-paced environment, with exposure to asset management services and client-first principles.

Qualifications

• High School diploma required.
• 4–6 months general experience in financial services or back-office.
• Knowledge of office procedures in fee-based operations is a plus.

Responsibilities

• Perform account reconciliations and support daily operations.
• Research and resolve complex issues with guidance from senior staff.
• Serve as backup for cross-functional responsibilities during absences.
• Maintain data files and records and assist in special projects.
• Provide training to other team members as needed.

Skills

Office software

Data analysis

Balancing daily transactions

Education

High School Diploma

Tools

Spreadsheets

Databases

Job description

Fee Based Senior Associate - ReconciliationThis website uses cookies to ensure you get the best experience on our website. By clicking ‘Accept’, you accept all cookies by default and exit the banner. If you choose Decline, site functionality may be limited. Manage Preferences### Fee Based Senior Associate - ReconciliationApply: Saint Petersburg, Florida - United States: Full time: Posted Yesterday: R-0013561**Job Description Summary****Job Description***This position will follow our hybrid work model; we expect the selected candidate to work 3 days a week at one of our corporate office in Saint Petersburg, FL or Memphis, TN.* **Job Summary:**Under general supervision, provides support and assistance to complete assigned job responsibilities and projects consistent with department policy guidelines and procedures. Projects and duties may vary based on department needs and priorities with a focus on reconciliation.Asset Management Services (a division of Raymond James & Associates) offers comprehensive asset management services and products for Raymond James financial advisors. **Essential Duties and Responsibilities*** Performs various operational procedures within the department, including account reconciliations.* Researches and provides resolution on advanced and more complex business issues.* Serves as a backup for cross-functional responsibilities during absences.* Assists in special projects.* Maintains a variety of data files and records.* Provides training to other team members.* Performs other duties and responsibilities as assigned. **Knowledge of*** Intermediate principles, practices, and procedures of general office concepts and those that govern fee-based operations, finance, and/or securities industry operations.* Process flows within a specific assigned functional area.* Regulations for specific assigned functional areas.**Skill in*** Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.* Analyzing data to identify discrepancies.* Mathematical abilities sufficient to process and balance daily business transactions.**Ability to*** Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.* Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with internal associates and external contacts at all levels.* Effectively gather all relevant information in order to analyze, research, and resolve business issues in order to make decisions.**Education**High School (HS) - Completed (Required)**Work Experience**General Experience - 4 to 6 months**Certifications****Travel**Less than 25%**Workstyle**HybridThe 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 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 firmAt 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.