Sr. Purchase & Sales Associate

Fwainvest

Memphis (TN)

On-site

USD 45,000 - 60,000

Full time

14 days+

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Benefits offered by this job

Medical, dental, and vision insurance
Retirement savings plan
Paid time off including vacation and sick leave

Job summary

Fwainvest in Memphis, Tennessee is looking for a Sr. Purchase & Sales Associate. This hybrid role involves executing banking transactions, supporting internal client relationships, and preparing various documents.

The ideal candidate should possess a Bachelor's degree in accounting, business, or finance and demonstrate effective communication, data analysis, and compliance assessment skills. A flexible schedule with in-office days three times a week offers the best of both worlds.

Qualifications

  • Strong understanding of business processes and office equipment.
  • Ability to communicate effectively with clear verbal skills.
  • Experience in planning and prioritizing activities to meet objectives.
  • Proficient in analyzing data trends for decision-making.

Responsibilities

  • Execute standard banking transactions and special transactions.
  • Handle operational tasks per established processes.
  • Prepare routine documents following detailed instructions.
  • Maintain files and manage internal client relationships.

Skills

Microsoft Office proficiency
Effective verbal communication
Data analysis
Compliance assessment

Education

Bachelor’s in Accounting
Bachelor’s in Business Administration
Bachelor’s in Finance
High School Diploma

Tools

Data management software

Job description

## Sr. Purchase & Sales AssociateApplylocations: Memphis, Tennessee - United Statestime type: Full timeposted on: Posted 2 Days Agojob requisition id: R-0011345**Job Description Summary**Execute standard banking transactions for specific units or operating/processing departments in accordance with administrative and operational processes. Process a range of specialized and non-standard transactions that usually require some research or investigation.**Job Description**This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration. In office days will be 3 per week averaging 12 days per month in our Memphis, TN Corporate Office.**Hours**: Mon-Fri, 8am-5pm ET, with opportunity for voluntary overtime.**Responsibilities**:* Produce, update, and provide best practice support on Microsoft documents, databases, and other departmental systems. Tasks may include purchasing materials, entering budgetary information, and recording time and expenses.* Carry out operational tasks by following established processes. This will involve adjusting multiple settings or parameters to meet performance standards.* Prepare routine letters, memoranda, reports, and similar documents following detailed instruction. This is likely to involve using the full range of functions within standard office software.* Create, organize, and maintain files containing the correspondence and records of a senior colleague.* Help manage internal client relationships by supporting others to build effective working relations.* Assess compliance with established standards and protocols for routine inquiries.* Support others by working on a variety of data management tasks.* Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.* Develop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.**Skills**:* Supports business processes with guidance but not constant supervision by understanding and effectively using standard office equipment and standard software packages.* Uses clear and effective verbal communications skills with guidance (but not constant supervision) to express ideas, request actions and formulate plans or policies.* Works with guidance (but not constant supervision) to plan, organize, prioritize and oversee activities to efficiently meet business objectives.* Works with guidance (but not constant supervision) to develop appropriate plans or perform necessary actions based on recommendations and requirements.* Works under guidance (but not constant supervision) to analyze data trends for use in reports to help guide decision making.* Uses an understanding of numerical concepts to perform mathematical operations such as report analysis with guidance (but not constant supervision).* Works with guidance (but not constant supervision) to select, deploy and get the best results from the most appropriate office system.* Works with guidance (but not constant supervision) to develop, monitor, interpret and understand policies and procedures, while making sure they match organizational strategies and objectives.**Education**Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance, High School (HS) (Required)**Work Experience**General Experience - 7 to 12 months**Certifications****Travel**Less than 25%**Workstyle**HybridThe total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firmAt Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
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