New Accounts Plan & Trust Associate (Hybrid)

Raymond James; Saint Petersburg (FL); Hybrid; USD 38,000 - 52,000; Full time

Job summary

Raymond James is seeking a team-oriented professional to join the Plan & Trust group. The role includes handling inquiries by phone and email, maintaining documents and databases, and supporting client services with guidance. The position reports to a senior colleague and offers a hybrid work model with in-office days three per week in St.

Petersburg, FL, Memphis, TN, or Southfield, MI. The successful candidate will work on regulatory compliance awareness, internal procedures, and help deliver

Qualifications

• HS diploma is required.
• 1 year of general work experience (7–12 months) preferred.
• Hybrid work environment with in-office attendance 3 days per week.

Responsibilities

• Develop working knowledge of organizational policies and regulatory codes relevant to own work.
• Answer calls and emails, directing complex inquiries to colleagues as needed.
• Produce, update, and maintain Microsoft documents, databases, and other systems.
• Carry out client service activities, including handling complex inquiries.

Skills

Attention to detail

Client service

Communication

MS Office

Education

High School diploma

Job description

Raymond James is seeking a team-oriented professional to join the Plan & Trust group. The role includes handling inquiries by phone and email, maintaining documents and databases, and supporting client services with guidance. The position reports to a senior colleague and offers a hybrid work model with in-office days three per week in St.

Petersburg, FL, Memphis, TN, or Southfield, MI. The successful candidate will work on regulatory compliance awareness, internal procedures, and help deliver