Job Description Summary

Perform a variety of administrative tasks aimed to optimize the time and performance of a manager or employees of a department; higher level roles will work for higher level managers or departments. Tasks may involve acting as a first point of contact, dealing with correspondence and phone calls, managing diaries, organizing meetings and appointments, preparing documents or reports, and controlling access to the manager or the department. May involve dealing with confidential information.

Job Description

Please note this position requires being on-site 4x a week in our Southfield office location

Responsibilities:

• Serve as the first point of contact for visitors and incoming calls to the management team.

• Manage calendars for the VP and coordinate meetings and appointments for managers.

• Prepare documents, reports, and control access to the floor.

• Set up workstations for new associates.

• Coordinate deliveries for kitchen and office supplies.

• Receive vendors for meetings, deliveries, and mail.

• Organize activities and deliveries for committees (e.g., BOAT).

• Arrange lunches for Technical Service Center (TAC) associates.

• Collaborate with administrative teams in Memphis and St. Petersburg.

• Plan and arrange venues, equipment, catering, accommodations, and travel for medium-scale events.

• Identify and report noncompliance with organizational policies and regulatory codes.

• Answer phones, emails, and inquiries; direct complex matters to appropriate colleagues.

• Initiate internal and external contact to convey requests, provide instructions, or obtain information.

• Greet visitors and respond promptly to questions and issues.

• Support procurement processes and ensure compliance with established protocols.

Skills & Requirements

• Clear and effective verbal communication; ability to provide guidance when needed.

• Strong organizational and prioritization skills; work independently with minimal supervision.

• Knowledge of policies, procedures, and compliance requirements.

• Proficiency in MS Office 365, Zoom Meeting, Zoom Phone, and Visio.

• Ability to support business processes and use standard office equipment/software effectively.

Education

High School (HS) (Required)

Work Experience

General Experience - 7 to 12 months

Certifications

Travel

Less than 25%

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.

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