Senior Administrative Assistant

Raymond James Financial, Inc.

Saint Petersburg (FL)

Sur place

USD 42 000 - 65 000

Plein temps

Il y a 2 jours
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Résumé du poste

Raymond James Financial, Inc. is seeking an experienced administrative professional to support a manager or group of managers in a fast-paced financial services environment.

The role emphasizes data gathering, reporting, calendar maintenance and front-office support while ensuring adherence to administrative policies and procedures. Strong organizational and communication skills are essential.

Qualifications

  • High School Diploma plus at least 6 years of general administrative support experience.
  • Alternatively, any equivalent combination of experience, education and/or training approved by Human Resources.

Responsabilités

  • Oversees and/or performs a range of administrative activities for a manager or group of managers.
  • Acts as a central liaison with internal and external stakeholders to resolve routine matters.
  • Edits and composes administrative correspondence and documentation.
  • Researches, compiles data and prepares reports and summaries; replies to inquiries.
  • Monitors, reconciles and assists with fiscal administration for an assigned area.
  • Provides and/or oversees support activities, including answering phones and handling visitors.
  • Schedules appointments, maintains calendars and coordinates meetings and travel.
  • Keeps files, inventories and records; implements data management systems.
  • Maintains currency in modern office management methods and techniques.
  • Performs other duties as assigned.

Connaissances

Administrative support
Accounting principles
Investment concepts
Banking & securities
Financial markets terminology

Formation

High School Diploma or equivalent

Outils

Office software

Description du poste

Essential Duties and Responsibilities
  • Oversees and/or performs a range of diverse administrative activities for a manager or group of managers in an assigned functional area.

  • Serves as a central point of liaison with other functional areas and external stakeholders in resolving a variety of routine matters.

  • Utilizes knowledge and understanding of operational policies and procedures to create, compose and edit administrative correspondence and documentation.

  • Researches, gathers and compiles data and information; prepares reports and summaries; and replies to inquiries, selecting relevant data from a variety of sources.

  • Monitors, reconciles and assists with fiscal administration for an assigned functional area.

  • Provides and/or oversees support activities , including answering telephones; assisting and resolving problems and inquiries of visitors; reviewing and controlling incoming and outgoing correspondence; and following up on operational commitments.

  • Schedules appointments; maintains calendars; and schedules and coordinates meetings, events, and/or travel arrangements, as required.

  • Establishes, updates and maintains files, inventories and records and implements and maintains data management systems, as required.

  • Maintains currency in modern office management methods and techniques.

  • Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities
Knowledge of
  • Advanced concepts, principles and practices of providing administrative support.

  • Basic accounting principles.

  • Fundamental investment concepts, practices and procedures used in the securities industry.

  • Basic principles of banking and finance and securities industry operations.

  • Advanced terminology of financial markets and products.

Skill in
  • Performing diverse administrative tasks for a manager or group of managers.

  • Creating, composing and editing correspondence and documentation.

  • Researching information.

  • Gathering and compiling data and information.

  • Selecting relevant data from a variety of sources and preparing reports.

  • Answering telephones and reviewing and controlling incoming and outgoing correspondence and following up on operational commitments.

  • Scheduling appointments and maintaining calendars and schedules.

  • Coordinating meetings, events and travel arrangements.

  • Establishing and maintaining files, inventories and records.

  • Implementing and maintaining data management systems.

  • Operating standard office equipment and using required software applications.

Ability to
  • Train and monitor and assign the work of others.

  • Make administrative and procedural decisions and judgments.

  • Analyze and solve problems.

  • Maintain currency in modern office management methods and techniques.

  • Attend to detail while maintaining a big picture orientation.

  • Read, comprehend and apply business related information.

  • Manage multiple tasks with changing priorities to meet deadlines in a fast paced environment with constant interruptions.

  • Communicate effectively, both orally and in writing.

  • Work collaboratively within a team environment.

  • Provide a high level of customer service.

  • Establish and maintain effective working relationships at all levels of the organization.

Educational/Previous Experience Requirements
  • High School Diploma with a minimum of six (6) years of general administrative support experience required.

  • OR ~

  • Any equivalent combination of experience, education and/or training approved by Human Resources.

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