Fee Based Senior Associate - Trading Administration

100 Raymond James & Associates, Inc.; Saint Petersburg (FL); Hybrid; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health insurance

Retirement savings

paid time off

Job summary

Raymond James & Associates, Inc. is seeking a detail-oriented operations support professional in Saint Petersburg, FL.

The role acts as a primary contact between branch offices and the Home Office, handling account servicing, maintenance, updates, and issue resolution to ensure an exceptional advisor experience. The position supports Asset Management Services (AMS) with diverse responsibilities and a hybrid work arrangement—2–3 days per week at the Saint Petersburg office.

Qualifications

• Experience in general office concepts and financial services operations.
• Ability to research and resolve complex business issues and maintain records.
• Effective written and oral communication with internal and external contacts at all levels.

Responsibilities

• Assist with account servicing, maintenance, updates, and problem resolution to ensure an exceptional advisor experience.
• Perform fee-based account procedures and respond to inquiries regarding fee-based accounts.
• Prepare letters, memos, and various documents; monitor mail and documents.
• Provide training to other team members and assist in special projects.

Skills

Communication

Problem solving

Data analysis

Organizational skills

Interpersonal skills

Education

Bachelor’s degree

High School Diploma

Job description

Job Description Summary Job Description This position will follow our hybrid work model; we expect the selected candidate to work 2-3 days a week at our Saint Petersburg, FL, corporate office. Provides support across a variety of projects, processes, and day-to-day operational activities while adhering to departmental policies and procedures. Responsibilities are diverse and may evolve based on business needs and priorities. Acts as a primary point of contact between Raymond James branch offices and the Home Office, assisting with account servicing, maintenance, updates, and problem resolution to ensure an exceptional advisor experience.

Asset Management Services (AMS) is a division of Raymond James & Associates that partners with financial advisors to deliver a broad range of asset management products, services, and investment solutions designed to meet the needs of clients.

Essential Duties and Responsibilities:

• Performs a variety of operational procedures within the department, which may include: new fee based agreement processing, system reconciliation, accounts distributions, and terminations.
• Answers calls and questions regarding fee based accounts.
• Researches and provides resolution on advanced and more complex business issues.
• Serves as a backup in cross-functional responsibilities during absences.
• Assists in special projects.
• Maintains a variety of data files and records.
• Prepares letters, memos, and various documents.
• Monitors incoming mail and documents.
• Provides training to other team members.
• Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities:

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 a specific assigned functional area.

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. Problem solving.

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.

Licenses/Certifications:

None Required

Education:

Bachelor’s, High School (HS) (Required)

Work Experience:

General Experience - 13 months to 3 years

Certifications:

Travel Less than 25%

Workstyle:

Hybrid

Compensation:

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.

Benefits:

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.

Guiding Behaviors and Culture:

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.

Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF.

We believe doing well and doing good aren't mutually exclusive. As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow. Our people-first culture is outlined in our Culture Blueprint. Check it out to see why many choose to work at Raymond James – and why they stay.