Job Description Summary

Job Description

We’re looking for a detail-oriented, dependable Wire Transfer Associate to join our Wire Team. This role is essential to ensuring the accurate and timely processing of wire transfers, maintaining service standards, and supporting internal teams across a variety of operational tasks. You’ll be part of a collaborative group that values precision, responsiveness, and teamwork.

Key Responsibilities

• Execute standard and specialized banking transactions in accordance with established operational procedures.

• Monitor and respond to wire-related emails (Incoming and Inquiry inboxes) within SLA standards (typically within 1 hour, max 2).

• Handle incoming phone calls during assigned rotation weeks, ensuring prompt and professional responses.

• Process incoming wire reports including AP and Cash Managers’ reports.

• Enter and approve future-dated wires and money market wires; monitor release schedules and assist with firm-entered wires.

• Manage USD firm wires: enter wires from the Firm email box, annotate unposted items, and resolve discrepancies using RDC and HRMS reports.

• Provide coverage for teammates during absences, lunches, or high-volume periods, flexing across roles as needed.

• Communicate actively with the team when handling fraud wires or other time-sensitive issues.

• Maintain and update documentation and notes in internal systems to ensure transparency and continuity.

• Prepare routine documents and reports using standard office software.

• Support departmental systems and processes, including budget tracking and time/expense recording.

Skills & Qualifications

• Strong attention to detail and organizational skills.

• Ability to prioritize and manage multiple tasks in a fast-paced environment.

• Intermediate proficiency in Microsoft Office (especially Outlook, Excel, and SharePoint).

• Excellent communication skills—both written and verbal.

• Experience in financial operations or wire processing is a plus, but not required.

• Team-oriented mindset with a willingness to jump in and support wherever needed.

• Ability to interpret and apply policies and procedures with guidance.

• Capable of planning and executing tasks to meet performance standards.

Why Join Us?

• Be part of a tight-knit, supportive team with a strong culture of collaboration.

• Gain exposure to treasury operations and financial systems.

• Opportunity to grow within a well-established organization.

• Competitive benefits and a professional work environment.

Education

Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance

Work Experience

General Experience - 7 to 12 months

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.