Financial Services Operations Professional III

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

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

General Experience - 13 months to 3 years

Travel

Less than 25%

Workstyle

Resident

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. 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.

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.