Finance Ops Pro: Transactions & Client Reporting

Raymond James; Saint Petersburg (FL); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Benefits package

Job summary

Raymond James in Saint Petersburg, FL seeks a finance professional to manage financial transactions, prepare performance reports, and reconcile accounts. The role supports senior colleagues and contributes to efficient finance administration.

You will respond to routine inquiries, guide users of internal client systems, edit documents to meet style guidelines, and help ensure accuracy of publications and client communications.

Qualifications

• Bachelor’s degree required.
• 1–3 years of general experience.
• Ability to work with minimal supervision and provide guidance.

Responsibilities

• Assist senior colleagues with client and customer relationships using sales or client systems.
• Respond to routine inquiries following procedures.
• Support internal communications systems and offer guidance.
• Edit documents to align with style guidelines and prepare for publication.

Skills

Verbal communication

Client relationships

Service conversations

Client service delivery

Education

Bachelor’s degree

Job description

Raymond James in Saint Petersburg, FL seeks a finance professional to manage financial transactions, prepare performance reports, and reconcile accounts. The role supports senior colleagues and contributes to efficient finance administration.

You will respond to routine inquiries, guide users of internal client systems, edit documents to meet style guidelines, and help ensure accuracy of publications and client communications.