Onboarding & Transitions Associate (Hybrid)

Raymond James & Associates; Saint Petersburg (FL); Hybrid; USD 38,000 - 46,000; Full time

Benefits offered by this job

Benefits package

Job summary

Raymond James & Associates in Saint Petersburg, FL seeks an Onboarding Associate to support advisor onboarding and account openings under close supervision. The role emphasizes data entry, record maintenance, and coordinating with internal partners in a hybrid setting.

You will assist with documentation processing, ensure accuracy, and respond to inquiries by phone or email, while following regulatory and internal standards. HS diploma required, 4–6 months experience.

Qualifications

• HS diploma or equivalent required.
• 4–6 months general experience preferred.
• Hybrid work schedule with office presence at least 3 days a week.

Responsibilities

• Follow a range of mandatory procedures to ensure quality and regulatory compliance.
• Answer telephone and assist callers or email inquiries with basic requests; route complex issues to colleagues.
• Perform data entry into company systems and verify information for accuracy and accessibility.
• Maintain files and records.

Skills

Data entry

Client management systems

Verbal communication

Education

High School Diploma

Job description

Raymond James & Associates in Saint Petersburg, FL seeks an Onboarding Associate to support advisor onboarding and account openings under close supervision. The role emphasizes data entry, record maintenance, and coordinating with internal partners in a hybrid setting.

You will assist with documentation processing, ensure accuracy, and respond to inquiries by phone or email, while following regulatory and internal standards. HS diploma required, 4–6 months experience.