Finance Operations Specialist III — Client & Reporting

100 Raymond James & Associates, Inc.; Saint Petersburg (FL); Sur place; USD 55 000 - 75 000; Plein temps

Avantages offerts par ce poste

Medical benefits

Dental coverage

Vision care

Life insurance

Critical illness insurance

Disability benefits

Retirement savings

Paid time off

Résumé du poste

Raymond James seeks a finance administration professional to manage financial transactions, prepare performance reports, and support complex finance projects. The role involves assisting senior staff in client relationships using sales systems and ensuring documentation aligns with style guidelines.

Requirements include a Bachelor’s degree and 13 months to 3 years of experience, with travel and workstyle expectations noted.

Qualifications

• Bachelor’s degree required.
• 13 months to 3 years of work experience.
• Ability to manage internal client relationships using sales or client systems.
• Follows procedures to respond to routine inquiries and uses guidance to assist others.

Responsabilités

• Assist senior colleagues in managing client relationships using sales or client systems.
• Respond to routine functional inquiries by following procedures and precedents.
• Support internal communications users by providing guidance and help.
• Edit documents to align with organizational style and prepare information for publication.
• Assist in managing client relationships and reconcile related information as needed.

Connaissances

Verbal communication

Client relations

Sales systems

Service conversations

Formation

Bachelor’s

Description du poste

Raymond James seeks a finance administration professional to manage financial transactions, prepare performance reports, and support complex finance projects. The role involves assisting senior staff in client relationships using sales systems and ensuring documentation aligns with style guidelines.

Requirements include a Bachelor’s degree and 13 months to 3 years of experience, with travel and workstyle expectations noted.