Senior Fee-Based Associate: Reconciliation & Finance

100 Raymond James & Associates, Inc.; Saint Petersburg (FL); Hybrid; USD 40,000 - 60,000; Full time

Job summary

Raymond James & Associates, Inc. in Saint Petersburg, FL is seeking an Operations Support professional on a hybrid schedule, working 3 days a week at a corporate office in Saint Petersburg, FL or Memphis, TN.

The role focuses on reconciliation, data handling, and supporting fee-based finance operations. Under supervision, you will perform reconciliations, resolve routine to high-complexity issues, train teammates, and contribute to projects while maintaining data accuracy and timely reporting in

Qualifications

• Knowledge of general office concepts and those that govern finance and securities operations.
• Ability to organize and track multiple tasks with frequently changing priorities.
• Strong written and verbal communication and data analysis skills.

Responsibilities

• Performs account reconciliations.
• Researches and resolves advanced and more complex business issues.
• Serves as a backup for cross-functional responsibilities during absences.
• Assists in special projects.
• Maintains a variety of data files and records.
• Provides training to other team members.
• Performs other duties and responsibilities as assigned.

Skills

Reconciliation

Data analysis

Finance operations

Time management

Education

High School

Tools

Excel

Office Suite

Job description

Raymond James & Associates, Inc. in Saint Petersburg, FL is seeking an Operations Support professional on a hybrid schedule, working 3 days a week at a corporate office in Saint Petersburg, FL or Memphis, TN.

The role focuses on reconciliation, data handling, and supporting fee-based finance operations. Under supervision, you will perform reconciliations, resolve routine to high-complexity issues, train teammates, and contribute to projects while maintaining data accuracy and timely reporting in