Senior Fee-Based Reconciliation Associate (Hybrid)

Raymond James, Inc.; Florida; Hybrid; USD 42,000 - 60,000; Full time

Job summary

Raymond James is seeking a Fee Based Senior Associate - Reconciliation to join our Saint Petersburg, FL hybrid team. You will support account reconciliations, assist in resolving complex issues, and collaborate across departments to ensure accurate financial records.

The role emphasizes attention to detail, data analysis, and the ability to manage multiple tasks in a fast-paced environment, with exposure to asset management services and client-first principles.

Qualifications

• High School diploma required.
• 4–6 months general experience in financial services or back-office.
• Knowledge of office procedures in fee-based operations is a plus.

Responsibilities

• Perform account reconciliations and support daily operations.
• Research and resolve complex issues with guidance from senior staff.
• Serve as backup for cross-functional responsibilities during absences.
• Maintain data files and records and assist in special projects.
• Provide training to other team members as needed.

Skills

Office software

Data analysis

Balancing daily transactions

Education

High School Diploma

Tools

Spreadsheets

Databases

Job description

Raymond James is seeking a Fee Based Senior Associate - Reconciliation to join our Saint Petersburg, FL hybrid team. You will support account reconciliations, assist in resolving complex issues, and collaborate across departments to ensure accurate financial records.

The role emphasizes attention to detail, data analysis, and the ability to manage multiple tasks in a fast-paced environment, with exposure to asset management services and client-first principles.