Trust Administrative Coordinator

Raymond James; Saint Petersburg (FL); Hybrid; USD 32,000 - 48,000; Full time

Benefits offered by this job

Medical, dental, and vision

Life insurance

Disability benefits

Retirement savings

Paid time off

Job summary

Raymond James is seeking an administrative professional to provide advanced support within a department, handle scheduling, reporting, and data collection, and assist with reports and analysis. The role emphasizes accuracy, timeliness, and collaboration in a hybrid environment.

The position requires a High School diploma and 4–6 months of general experience, with a broad benefits offering and a hybrid work arrangement. Travel is limited to under 25% with opportunities for skills development.

Qualifications

• Basic office practices, procedures and methods.
• Basic mathematical calculations.

Responsibilities

• Provides advanced administrative support within a unit or department.
• Schedules, reports, and tracks information for the department.
• Collects data for preparation of reports, budgets, and variance analyses.
• Compiles data for reports and consolidates into a single report.
• Assists in preparing, reviewing, or auditing reports.
• Mentors lower-level staff and assists with training.
• Performs other duties and responsibilities as assigned.

Job description

Job Description Summary

Provides some advanced administrative support of a function within a unit or department through clerical skills. Exchanges basic and non-routine information with internal and external customers and adapts procedures, processes, and techniques to meet the more complex requirements of the position.

Job Description

Essential Duties and Responsibilities:

• Applies some advanced skills and procedures appropriate for the position within assigned functional area.
• Performs duties and tasks that are frequently non-routine. Refers only the most complex issues to higher level.
• Schedules, reports, and tracks information for department.
• Collects data for preparation of various reports, budgets, and variance analyses.
• Compiles data for reports and collates into a single report.
• Assists in preparing, reviewing, or auditing reports.
• Assists with more complex research and investigation. May prepare analyses of information.
• May assist in orienting and training lower level employees.
• Performs other duties and responsibilities as assigned.

Knowledge of:

• Basic office practices, procedures and methods.
• Basic mathematical calculations.

Skill in:

• Organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines.
• Operating standard office equipment and using required software applications to produce correspondence, electronic communication and maintain spreadsheets and databases.

Ability to:

• Build solid, effective working relationships with others.
• Coach others in the development of their skills.
• Execute instructions and request clarification when necessary.
• Provide courteous, timely service when addressing customer questions and concerns.
• Speak clearly and concisely.
• Convey information clearly and effectively through both formal and informal documents.
• Constructively work under stress and pressure when faced with high workloads and deadlines.

Education

High School (HS)

Work Experience

General Experience - 4 to 6 months

Certifications

Travel

Less than 25%

Workstyle

Hybrid

The 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 firm

At 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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