Fixed Income Operations Advisor

100 Raymond James & Associates, Inc.; Saint Petersburg (FL); On-site; USD 52,000 - 70,000; Full time

Benefits offered by this job

Medical, dental, and vision

Life insurance

Retirement savings

Paid time off

Parental leave

Job summary

Raymond James & Associates, Inc. in Saint Petersburg, FL seeks an organized Fixed Income Operations Advisor to coordinate client and account needs, reporting, and daily workflows. You will support onboarding, account maintenance, and operational requests across the Fixed Income group.

The role requires attention to detail, strong communication, and the ability to manage multiple priorities in a fast-paced environment, with licensing requirements pursued within one year of start date.

Qualifications

• Exceptional attention to detail, accuracy, organization, and time management, with the ability to manage multiple priorities and deadlines.
• Strong written and verbal communication, analytical, and problem-solving skills, with the ability to work independently and collaboratively with Sales Representatives, Sales Assistants, management, and internal business partners.
• Proficiency with Microsoft Excel, Outlook, Teams, Word, and SharePoint.
• Experience with or ability to learn Bloomberg and other Fixed Income systems.
• Ability to review detailed information, identify discrepancies, and follow established processes accurately.
• Comfort working in a fast-paced environment where priorities and business needs may change quickly.
• Interest in learning new processes, systems, and functions across the Fixed Income group.
• Previous experience in financial services, securities operations, client service, or Fixed Income is preferred.

Responsibilities

• Support day-to-day Fixed Income operational activities, including client setup, account maintenance, reporting, and special projects.
• Assist with client onboarding and account maintenance, including reviewing required information and documentation for completeness and accuracy.
• Communicate status updates, outstanding items, and operational needs to Sales Representatives, Sales Assistants, and internal business partners.
• Prepare and maintain weekly and monthly reports, spreadsheets, trackers, and operational summaries.
• Review client and account information in support of first-line audit and supervisory review requirements.
• Provide support for client due diligence, operational, financial, and regulatory information requests, including coordinating appropriate documentation and responses.
• Use Microsoft Excel, SharePoint, Bloomberg, and other Fixed Income systems to support reporting, research, recordkeeping, and daily workflows.
• Identify discrepancies, research operational issues, and coordinate timely resolution with the appropriate business partners.
• Participate in cross-training and learning opportunities within the group to expand knowledge of Fixed Income processes, systems, and team functions.
• Support process improvements and other Fixed Income operational initiatives as needed.
• Support and provide backup coverage for other team members as needed to help ensure continuity of operations.

Skills

Attention to detail

Communication

Analytical

Problem solving

Time management

Multi-tasking

Teamwork

Education

Bachelor's degree

Tools

Microsoft Excel

SharePoint

Bloomberg

Job description

Job Description Summary The Fixed Income Operations Advisor provides broad operational support within Raymond James & Associates Fixed Income Capital Markets. The role works closely with Fixed Income Sales Representatives, Sales Assistants, internal business partners, and support teams to coordinate client and account needs, reporting, daily operational activities, and special projects. The ideal candidate is highly organized, detail-oriented, and comfortable managing multiple priorities in a fast-paced environment. Strong communication, analytical, and problem-solving skills are essential.

Key Responsibilities

• Support day-to-day Fixed Income operational activities, including client setup, account maintenance, reporting, and special projects.
• Assist with client onboarding and account maintenance, including reviewing required information and documentation for completeness and accuracy.
• Communicate status updates, outstanding items, and operational needs to Sales Representatives, Sales Assistants, and internal business partners.
• Prepare and maintain weekly and monthly reports, spreadsheets, trackers, and operational summaries.
• Review client and account information in support of first-line audit and supervisory review requirements.
• Provide support for client due diligence, operational, financial, and regulatory information requests, including coordinating appropriate documentation and responses.
• Use Microsoft Excel, SharePoint, Bloomberg, and other Fixed Income systems to support reporting, research, recordkeeping, and daily workflows.
• Identify discrepancies, research operational issues, and coordinate timely resolution with the appropriate business partners.
• Participate in cross-training and learning opportunities within the group to expand knowledge of Fixed Income processes, systems, and team functions.
• Support process improvements and other Fixed Income operational initiatives as needed.
• Support and provide backup coverage for other team members as needed to help ensure continuity of operations.

Qualifications & Skills

• Exceptional attention to detail, accuracy, organization, and time management, with the ability to manage multiple priorities and deadlines.
• Strong written and verbal communication, analytical, and problem-solving skills, with the ability to work independently and collaboratively with Sales Representatives, Sales Assistants, management, and internal business partners.
• Proficiency with Microsoft Excel, Outlook, Teams, Word, and SharePoint.
• Experience with or ability to learn Bloomberg and other Fixed Income systems.
• Ability to review detailed information, identify discrepancies, and follow established processes accurately.
• Comfort working in a fast-paced environment where priorities and business needs may change quickly.
• Interest in learning new processes, systems, and functions across the Fixed Income group.
• Previous experience in financial services, securities operations, client service, or Fixed Income is preferred.

Licensing Requirements

The Securities Industry Essentials (SIE), FINRA Series 7, and Series 63 are required and must be obtained within one year of the employee's start date. Continued employment in the position is contingent upon successfully obtaining the required registrations within the established timeframe.

Key Attributes for Success

• Strong attention to detail and accuracy
• Ability to prioritize and follow through on outstanding items
• Ownership and accountability
• Willingness to learn Fixed Income products, processes, systems, and regulatory requirements
• Professional and responsive communication
• Ability to build effective working relationships across Sales and internal support teams
• Sound judgment and problem-solving skills
• A proactive approach to identifying issues and supporting timely resolution across operational workflows

Education

Bachelor’s (Required)

Work Experience

General Experience - 7 to 12 months

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)
• 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

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.

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 NewYork Stock Exchange under the symbol RJF.

Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive.

As an established but ever-evolving company, you can start - or continue - growing your career here. 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.