Job Description Summary

Performs a number of routine tasks following set procedures in the field of Administration/Support/Service. Some problem-solving ability is required.

Job Description

Responsibilities:

• Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility.
• Open and distribute mail, and use form letters or emails to respond to routine requests.
• Maintain appointment calendars and reserve meeting rooms, following detailed instructions to arrange business meetings efficiently.
• Organize own work schedule each day in line with changing priorities.
• Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
• Support in using the internal communications system to access specific information on request.
• Maintain files and records.
• Use standard office software to carry out basic formatting of letters, memoranda, and routine reports.
• Ensure a positive experience for clients by having courteous interactions with them.
• Ensure a positive experience for internal clients by having courteous interactions with them.
• Extract relevant data from information provided by others, and input it into spreadsheets or standard formats.
• Support others by working on a variety of data management tasks.

Skills:

• Uses clear and effective verbal communications skills with guidance (but not constant supervision) to express ideas, request actions and formulate plans or policies.
• Supports business processes with guidance but not constant supervision by understanding and effectively using standard office equipment and standard software packages.
• 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, monitor, interpret and understand policies and procedures, while making sure they match organizational strategies and objectives.
• Works under guidance (but not constant supervision) to analyze data trends for use in reports to help guide decision making.
• Works under guidance (but not constant supervision) to acquire, organize, protect and process data to fulfill business objectives.
• Works at a basic level to navigate customer conversations by leveraging the four parts of a service conversation: open, learn, reply, and close. Typically works under close supervision.
• Uses an elementary understanding of numerical concepts to perform mathematical operations such as report analysis under supervision.
• Works at a basic level to connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences. Typically works under close supervision.
• Works under supervision at an elementary level to analyze data from multiple sources to draw appropriate conclusions and make suitable recommendations.
• Works at a basic level to make every customer interaction positive by leaving the customer feeling understood, appreciated, and confident in the organization's ability. Typically works under close supervision.
• Works at an elementary level under supervision to select, deploy and get the best results from the most appropriate office system.

Education

Bachelor’s

Work Experience

General Experience - 13 months to 3 years

Certifications

Travel

Workstyle

Resident

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.