Financial Operations Support

SGS Technologie; Saint Petersburg (FL); On-site; USD 48,000 - 64,000; Full time

Job summary

Raymond James is seeking an Operations Support Specialist to help ensure smooth business processes within the RIA & Custody Services division. The role involves supporting daily tasks in billing and data entry, troubleshooting issues, and maintaining accurate records under limited supervision.

Candidate should be proactive, detail-oriented, and able to collaborate across RCS Service, RCS Finance, and RCS Client Engagement while adapting to changing workflows and priorities.

Qualifications

• Thrives in a fast-paced, results-driven culture.
• Identifies inaccuracies, trends, or misleading information during processing.
• Promotes effective coordination between multiple work groups.

Responsibilities

• Coordinate and execute daily operational tasks focused on billing and data entry.
• Provide support to RCS Service, RCS Finance, and RCS Client Engagement.
• Troubleshoot and resolve operational issues promptly.
• Maintain accurate records and documentation of operational activities.
• Collaborate with team members to improve processes and workflows.
• Monitor and report on KPIs to ensure operational efficiency.
• Support the implementation of new systems and technologies as needed.
• Communicate effectively with team members and stakeholders.
• Ensure documentation and departmental tools are created/maintained (procedures, aids, forms, training material).
• Handle special projects as assigned.

Skills

Fast-paced environment

Problem solving

Communication

Team collaboration

Process improvement

Data entry

Billing support

Adaptability

Independent work

Documentation

Job description

The Operations Support Specialist will play a crucial role in ensuring the smooth and efficient operation of business processes for the RIA & Custody Services (RCS) division within Raymond James. Under limited supervision, uses specialized knowledge and skills obtained through experience and/or training to assist with a variety of operational procedures, troubleshooting issues, and implementing solutions to enhance productivity and workflow. Support will be offered through a variety of operational processes focused on billing and data entry.

Key Responsibilities:

• Assist in the coordination and execution of daily operational tasks focused on billing and data entry
• Provide support to various departments, including RCS Service, RCS Finance, and RCS Client Engagement
• Troubleshoot and resolve operational issues promptly
• Maintain accurate records and documentation of operational activities
• Collaborate with team members to improve processes and workflows
• Monitor and report on key performance indicators (KPIs) to ensure operational efficiency
• Support the implementation of new systems and technologies as needed
• Communicate effectively with team members and stakeholders
• Ensures appropriate documentation and departmental tools are created and/or maintained (job procedures, job aids, forms, training material, etc.)
• Special projects as assigned

Required Skills and Qualifications:

• Thrive in a fast-paced result driven culture; proactive and can work with a sense of urgency.
• Identify inaccuracies, trends, or misleading information during processing.
• Promoting effective coordination between multiple work groups and functional areas.
• Strong verbal and written communication skills
• Cultivating and maintaining effective working relationships.
• Demonstrated ability to quickly grasp new concepts and processes, adapting efficiently to changing environments and tasks.
• Identifying and resolving systemic and operational issues
• Proven experience in an operations support role or similar position
• Strong problem-solving skills and attention to detail
• Ability to work independently and as part of a team
• Strong organizational and time management skills
• Ability to adapt to changing priorities and handle multiple tasks simultaneously