Hybrid Onboarding Associate: Account Setup & Support

raymondjames; Saint Petersburg (FL); Hybrid; USD 33,000 - 42,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Retirement plan

Job summary

Raymond James in St. Petersburg, FL is seeking an entry-level onboarding and administrative support associate. This hybrid role involves 3 in-office days weekly and assists with advisor onboarding, account opening, documentation processing, and tracking workflows to ensure smooth onboarding.

You will handle data entry, maintain files, and respond to inquiries by phone or email under supervision. Strong attention to detail and clear communication are essential; HS diploma and 4–6 months general

Qualifications

• High School diploma or equivalent is required.
• General experience of 4 to 6 months is typical.
• Ability to follow procedures and maintain accurate records.

Responsibilities

• Follow procedures to ensure quality and compliance with internal and external codes.
• Answer phones and emails, directing complex matters to colleagues.
• Perform data entry, review information for accuracy, and maintain files and records.

Skills

Data entry

Customer service

Communication

CRM systems

Education

High School (HS) (Required)

Tools

CRM systems

Job description

Raymond James in St. Petersburg, FL is seeking an entry-level onboarding and administrative support associate. This hybrid role involves 3 in-office days weekly and assists with advisor onboarding, account opening, documentation processing, and tracking workflows to ensure smooth onboarding.

You will handle data entry, maintain files, and respond to inquiries by phone or email under supervision. Strong attention to detail and clear communication are essential; HS diploma and 4–6 months general