Job Description Summary

Under general supervision, uses knowledge and skills gained through experience or training to provide advanced administrative support of a function Compliance PCG through clerical skills. Communicates information with internal and external customers and adapts procedures, processes, and techniques to accomplish the requirements of the position. Serves as a resource to others in the resolution of complex problems and issues.

Job Description

Essential Duties and Responsibilities

• Applies advanced skills and procedures appropriate for the position within assigned functional area.

• Performs duties and tasks that reflect substantial variety and complexity. Assists others in the resolution of complex problems and issues.

• 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 employees.

• May assign and check the work of lower-level employees and/or be designated as “lead” worker.

• Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities

Knowledge of:

• Basic office practices, procedures and methods.

• Basic mathematical calculations.

• Key internal and/or external contacts to request assistance from or utilize expertise.

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 (including SharePoint and Microsoft Word) 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.

• Plan, organize, and coordinate work assignments.

• Promote team cohesiveness, cooperation, and effectiveness.

• Work independently with minimal supervision.

Educational/Previous Experience Requirements

• High school diploma or equivalent with a minimum of six (6) years’ experience in customer service or an office environment.

~or~

• Any equivalent combination of experience, education, and/or training approved by Human Resources.

Licenses/Certifications

• None Required.

• Additional licenses/certifications demonstrating the candidate’s knowledge/expertise in industry regulation and concepts preferred.

Education

Work Experience

Certifications

Travel

Less than 25%

Workstyle

Hybrid

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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