Fee Based Senior Associate - Reconciliation

Raymond James & Associates; Saint Petersburg (FL); Hybrid; USD 38,000 - 52,000; Full time

Job summary

Raymond James & Associates is seeking an Operations Support professional within Asset Management Services, based in our Saint Petersburg, FL headquarters or Memphis, TN. The role focuses on daily reconciliations, data management, and supporting the team with miscellaneous projects.

Under general supervision, you will balance transactions, research complex issues, and train colleagues as needed. This hybrid position requires strong organization and clear written and oral communication.

Qualifications

• High school diploma or equivalent completed.
• Experience with office procedures and fee-based operations is preferred.
• Familiarity with data management and balancing daily transactions.

Responsibilities

• Perform account reconciliations and other operational procedures.
• Research and resolve advanced business issues.
• Back up cross-functional responsibilities during absences.
• Assist in special projects.
• Maintain data files and records.
• Provide training to team members.
• Perform other duties as assigned.

Skills

Office equipment operation

Data analysis

Basic math and balancing

Education

High School (HS) - Completed

Job description

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

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 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.