New Accounts Associate - Raymond James Charitable

310 Raymond James Trust, National Association; Saint Petersburg (FL); Hybrid; USD 42,000 - 58,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

Retirement savings plan

Paid time off

Job summary

Raymond James is seeking a New Accounts Associate to support the Charitable Endowment Fund team. You will process charitable giving transactions, maintain accounts, and ensure accuracy and compliance while delivering superior client service.

The role requires organization, multi-tasking, and collaboration with internal teams to meet service levels and deadlines. Hybrid work arrangement in the Saint Petersburg area is available; base compensation may include bonuses and retirement benefits.

Qualifications

• Strong attention to detail and commitment to accuracy.
• Excellent organizational and time management skills.
• Ability to manage multiple tasks and priorities in a fast-paced environment.
• Strong written and verbal communication skills.
• Customer service mindset with a professional and positive approach.
• Ability to research, analyze, and resolve routine issues independently.
• Proficiency with Microsoft Office applications and business systems.

Responsibilities

• Process charitable giving transactions, including new account establishment, contributions and incoming assets, charity vetting and due diligence reviews, grant approvals and distributions, and ongoing account maintenance.
• Review transactions and account documentation for completeness, accuracy, and compliance with policies and procedures.
• Conduct research and resolve routine processing exceptions, escalating more complex issues as needed.
• Enter, update, and verify information within company systems to ensure data integrity and accurate recordkeeping.
• Communicate professionally with internal associates, financial advisors, charitable organizations, and donors via email and telephone.
• Respond to inquiries and provide exceptional service while adhering to service level agreements and quality standards.
• Support department projects, process improvement initiatives, and other assignments as directed by management.
• Maintain a high level of attention to detail while consistently meeting productivity, quality, and timeliness expectations.
• Follow all applicable regulatory requirements, operational procedures, and internal policies.

Skills

Attention to detail

Organizational skills

Time management

Written communication

Customer service mindset

Issue resolution

Microsoft Office

Tools

CRM systems

Microsoft Office

Job description

Job Description Summary New Accounts Associate provides operational and administrative support to the Raymond James Charitable Endowment Fund team. This position is primarily responsible for processing transactions and maintaining charitable giving accounts while ensuring a high level of accuracy, efficiency, and client service. The ideal candidate will be detail-oriented, organized, and capable of managing multiple priorities in a deadline-driven environment. Working under general supervision, the associate will process a variety of routine and specialized transactions, perform account maintenance activities, and support departmental initiatives. Established procedures and guidelines are provided, and more complex issues are escalated to senior team members or management.

Job Description Essential Duties and Responsibilities

• Process charitable giving transactions, including new account establishment, contributions and incoming assets, charity vetting and due diligence reviews, grant approvals and distributions, and ongoing account maintenance.
• Review transactions and account documentation for completeness, accuracy, and compliance with policies and procedures.
• Conduct research and resolve routine processing exceptions, escalating more complex issues as needed.
• Enter, update, and verify information within company systems to ensure data integrity and accurate recordkeeping.
• Communicate professionally with internal associates, financial advisors, charitable organizations, and donors via email and telephone.
• Respond to inquiries and provide exceptional service while adhering to service level agreements and quality standards.
• Support department projects, process improvement initiatives, and other assignments as directed by management.
• Maintain a high level of attention to detail while consistently meeting productivity, quality, and timeliness expectations.
• Follow all applicable regulatory requirements, operational procedures, and internal policies.

Knowledge, Skills, and Abilities

• Strong attention to detail and commitment to accuracy.
• Excellent organizational and time management skills.
• Ability to manage multiple tasks and priorities in a fast-paced environment.
• Strong written and verbal communication skills.
• Customer service mindset with a professional and positive approach.
• Ability to research, analyze, and resolve routine issues independently.
• Proficiency with Microsoft Office applications and business systems.

Education Work Experience

General Experience - 4 to 6 months Certifications Travel Less than 25% Workstyle Hybrid

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); and 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. #LI-AT1

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 New York Stock Exchange under the symbol RJF.

Thanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch. 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.