New Accounts & Charitable Fund Specialist

Raymond James; Saint Petersburg (FL); Hybrid; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Life insurance

Disability benefits

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, attend to new accounts, and maintain donor records with high accuracy.

The role requires attention to detail, organization, and the ability to manage multiple priorities in a deadline-driven environment. Under supervision, you will handle routine to specialized transactions, assist with account maintenance, and escalate complex issues as needed.

Qualifications

• Detail-oriented with a focus on accuracy.
• Ability to manage multiple priorities in a deadline-driven environment.
• Strong written and verbal communication across internal and external stakeholders.

Responsibilities

• Process charitable giving transactions including new accounts, contributions, due diligence, grants, and ongoing maintenance.
• Review documentation for completeness, accuracy, and policy compliance; resolve routine issues.
• Enter and verify information in company systems to ensure data integrity.

Skills

Attention to detail

Time management

Multi-tasking

Written and verbal communication

Customer service mindset

Research and analysis

Microsoft Office

Tools

Microsoft Office

Job description

Raymond James is seeking a New Accounts Associate to support the Charitable Endowment Fund team. You will process charitable giving transactions, attend to new accounts, and maintain donor records with high accuracy.

The role requires attention to detail, organization, and the ability to manage multiple priorities in a deadline-driven environment. Under supervision, you will handle routine to specialized transactions, assist with account maintenance, and escalate complex issues as needed.