Fixed Income Operations Specialist

100 Raymond James & Associates, Inc.; Saint Petersburg (FL); Sur place; USD 52 000 - 70 000; Plein temps

Avantages offerts par ce poste

Medical, dental, and vision

Life insurance

Retirement savings

Paid time off

Parental leave

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Attention to detail

Communication

Analytical

Problem solving

Time management

Multi-tasking

Teamwork

Formation

Bachelor's degree

Outils

Microsoft Excel

SharePoint

Bloomberg

Description du poste

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.