Financial Services Operations Professional III

100 Raymond James & Associates, Inc.; Saint Petersburg (FL); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical benefits

Dental coverage

Vision care

Life insurance

Critical illness insurance

Disability benefits

Retirement savings

Paid time off

Job summary

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.

Responsibilities

• 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.

Skills

Verbal communication

Client relations

Sales systems

Service conversations

Education

Bachelor’s

Job description

Job Description Summary

Manage financial transactions, prepare performance reports, handle complex finance administration projects, and reconcile accounts.

Job Description Responsibilities

• Help senior colleagues manage internal client and customer relationships by using relevant sales or client systems.
• Find the most effective ways to respond to routine functional inquiries. Involves following procedures and precedents.
• Help others get the most out of internal communications systems by offering support and advice.
• Help senior colleagues manage client and customer relationships by using relevant sales or client systems.
• Edit document in line with organizational style guidelines and prepare information for publication.

Skills

• Works with full competence to express ideas, request actions, formulate plans, & policies by means of clear and effective verbal communications. Typically works without supervision and may provide technical guidance.
• Works with full competence to orient the organization around delivering to the key needs of clients. Typically works without supervision and may provide technical guidance.
• Works with full competence to navigate customer conversations by leveraging the four parts of a service conversation: open, learn, reply, and close. Typically works without supervision and may provide technical guidance.
• Works with full competence to deliver required services to clients to the required standards. Typically works without supervision and may provide technical guidance.

Education

Bachelor’s

Work Experience

13 months to 3 years

Travel

Less than 25%

Workstyle

Resident

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

• 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)
• 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.

Core Values

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.

• 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

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 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.