Hybrid Legal Documents Associate

100 Raymond James & Associates, Inc.; Memphis (TN); Hybrid; USD 40,000 - 60,000; Full time

Benefits offered by this job

Benefits package

Job summary

Raymond James is seeking a Sr. Associate for the Legal Documents COE in the New Accounts department. The role supports a hybrid schedule with in-office days three times per week in Memphis, TN, along with St.

Petersburg, FL, or Southfield, MI. Responsibilities include handling inquiries, maintaining documents and databases, and providing best-practice support across departmental systems while adhering to regulatory codes and procedures.

Qualifications

• High School diploma or equivalent.
• Strong attention to detail and accuracy.
• Experience with client inquiries and service.
• Ability to follow policies and procedures.

Responsibilities

• Answer calls and emails with information requests, directing complex matters to colleagues.
• Produce and maintain Microsoft documents, databases, and other departmental systems.
• Carry out client service activities including handling complex cases.

Skills

Attention to detail

Client service

CRM systems

Verbal communication

Education

High School Diploma

Tools

Microsoft Office

Job description

Raymond James is seeking a Sr. Associate for the Legal Documents COE in the New Accounts department. The role supports a hybrid schedule with in-office days three times per week in Memphis, TN, along with St.

Petersburg, FL, or Southfield, MI. Responsibilities include handling inquiries, maintaining documents and databases, and providing best-practice support across departmental systems while adhering to regulatory codes and procedures.