Operations Specialist l- RJIM

Job Posting

Under routine supervision, uses entry level knowledge and skills obtained through experience and / or training to assist in providing support in specific Operations activities within Raymond James Investment Management. Follows established procedures to perform routine tasks and receives guidance and direction to perform other non-routine tasks with limited decision-making responsibility. Resolves most questions and problems and refers new or unusual issues to a higher level. Routine contact with internal and external customers is required to obtain, clarify, or provide facts and information.

Responsibilities :

• Assists in maintaining multiple variations to the core operations process
• Assist with opening new accounts, processing cash deposits and withdrawals
• Assists in the responsibility of maintaining a variety of sponsor relationships
• Identifies and notifies traders of events that affect trading
• Contacts internal and external customers to assist in resolving trading problems as directed
• Establishes, updates, and maintains records on data management systems, as required
• Operates standard office equipment and uses required software applications
• Performs other duties and responsibilities as assigned

Knowledge of :

Skill in :

Ability to :

Education / Previous Experience :

General Experience - 13 months to 3 years

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 :

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.