Hybrid Fee-Based Trading Operations Senior Associate

Raymond James, Inc.; Florida; Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Retirement savings

Paid time off

Parental leave

Job summary

Raymond James, Inc. in Saint Petersburg, FL is seeking a Fee Based Senior Associate in Trading Administration to support a range of operational activities and serve as a liaison between branch offices and the Home Office.

The role focuses on fee-based accounts, processing, reconciliations, and problem resolution. The position requires strong organization, communication, and data handling skills, with a Bachelor’s degree and 1–3 years of experience.

Qualifications

• Knowledge of general office concepts and policies governing fee-based operations.
• Ability to analyze data to identify discrepancies.
• Strong problem-solving and prioritization skills.

Responsibilities

• Performs a variety of operational procedures within the department, including new fee based agreement processing, system reconciliation, accounts distributions, and terminations.
• Answers calls and questions regarding fee based accounts.
• Researches and provides resolution on advanced and more complex business issues.
• Serves as a backup in cross-functional responsibilities during absences.
• Assists in special projects.
• Maintains a variety of data files and records.
• Prepares letters, memos, and various documents.
• Monitors incoming mail and documents.
• Provides training to other team members.
• Performs other duties and responsibilities as assigned.

Skills

Office procedures

Data analysis

Prioritization

Communication skills

Problem solving

Education

Bachelor's degree

High School Diploma

Job description

Raymond James, Inc. in Saint Petersburg, FL is seeking a Fee Based Senior Associate in Trading Administration to support a range of operational activities and serve as a liaison between branch offices and the Home Office.

The role focuses on fee-based accounts, processing, reconciliations, and problem resolution. The position requires strong organization, communication, and data handling skills, with a Bachelor’s degree and 1–3 years of experience.