Fee Based Senior Associate - ReconciliationFlorida Staffing • Saint Petersburg, FL, US
Fee Based Senior Associate - Reconciliation
Florida Staffing • Saint Petersburg, FL, US
2 days ago
Job type
- Full-time
Job descriptionIntermediate principles, practices, and procedures of general office concepts and those that govern fee-based operations, finance, and / or securities industry operations. Process flows within a specific assigned functional area. Regulations for specific assigned functional areas. Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases. Analyzing data to identify discrepancies. Mathematical abilities sufficient to process and balance daily business transactions. Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment. Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with internal associates and external contacts at all levels. Effectively gather all relevant information in order to analyze, research, and resolve business issues in order to make decisions.
Job Opportunity
This position will follow our hybrid work model; we expect the selected candidate to work 2-3 days a week at one of our corporate offices in Memphis, TN, or Saint Petersburg, FL. Under general supervision, provides support and assistance to complete assigned job responsibilities and projects consistent with department policy guidelines and procedures. Projects and duties may vary based on department needs and priorities with a focus on reconciliation.
Asset Management Services (a division of Raymond James & Associates) offers comprehensive asset management services and products for Raymond James financial advisors.
Responsibilities :
- Performs various operational procedures within the department, including account reconciliations.
- Researches and provides resolution on advanced and more complex business issues.
- Serves as a backup for cross-functional responsibilities during absences.
- Assists in special projects.
- Maintains a variety of data files and records.
- Provides training to other team members.
- Performs other duties and responsibilities as assigned.
Skills :
Create a job alert for this search
Senior Associate • Saint Petersburg, FL, US
Related jobs
A company is looking for a Senior Compliance Associate to assist with compliance programs in Funds and Investments Compliance.
Key Responsibilities Monitor and update compliance policies and proce...Show more
This Jobot Job is hosted by : Amanda Cohen.Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.
Salary : $80,000 - $120,000 per year.We’re a long-standing accou...Show more
Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...Show more)
Senior Associate, IFS - Finance.At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy.
These individuals help businesses navi...Show more
With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients a...Show more With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients a...Show more A company is looking for an Associate Client Partner - Quality Engineering.Key Responsibilities Manage client relationships and oversee the opportunity management cycle Collaborate with delivery...Show more Leading audits with precision, while mentoring the next generation of finance leaders.This Jobot Job is hosted by : Amanda Cohen.
Are you a fit? Easy Apply now by clicking the "Apply" button and ...Show more 
Cross Asset Solutions Team Member.Provide insights, make recommendations, create awareness and educate financial advisors or (external clients) on the various products and services offered on finan...Show more A company is looking for a Senior Associate, Escalations.Key Responsibilities Interact with clients using various communication channels to resolve complex cases Manage and resolve complex cases...Show more Execute standard banking transactions for specific units or operating / processing departments in accordance with administrative and operational processes.
Process a range of specialized and non-stand...Show more 
Oversee and support multiple engagements and teams concurrently.Allocate responsibilities to staff auditors.Review team members’ work for accuracy and compliance.
Perform effective risk and co...Show more Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...Show more Asset Management Services Position.This position will follow our hybrid work model; we expect the selected candidate to work 2-3 days a week at one of our corporate offices in Memphis, TN, or Saint...Show more 
Am Law, mid-size, and boutique firms nationwide.Many of the opportunities we work on are.Please note : these cities are some of the locations we work with.
If you live elsewhere and are interested in...Show more
Webull is a leading digital brokerage platform built on next generation global infrastructure.At Webull, we believe that everyone should have an equal opportunity to control their own financial fut...Show more A company is looking for an Associate Director, Spending Account Operations.Key Responsibilities Leads and mentors a team in claims administration, funding reconciliation, and data analysis while...Show more Financial Advisor Compensation Processor.Under minimal supervision, uses specialized knowledge and skills obtained through experience and / or formal training to process all aspects of FA compensatio...Show more
Senior Compliance Associate
VirtualVocations • Tampa, Florida, United States
Full-time
Last updated: 30+ days ago • Promoted
Senior Tax Associate
Jobot • Tampa, FL, United States
Full-time
Last updated: less than 1 hour ago • Promoted • New!
Border Patrol Agent - Earn up to $30,000 in Recruitment Incentives
U.S. Customs and Border Protection • Indian Rocks Beach, FL, US
Full-time
Last updated: 3 hours ago • Promoted • New!
Partnership Tax - Transfer Pricing Senior Associate
PwC (US) • Tampa, FL, US
Full-time
Last updated: 22 hours ago • Promoted • New!
Audit Senior Associate
CBIZ • Saint Petersburg, FL, US
Full-time
Last updated: 23 days ago • Promoted
Tax Senior Associate
CBIZ • Tampa, FL, US
Full-time
Last updated: 7 days ago • Promoted
Associate Client Partner
VirtualVocations • Saint Petersburg, Florida, United States
Full-time
Last updated: 30+ days ago • Promoted
Senior Audit Associate
Jobot • Tampa, FL, United States
Full-time
Last updated: 30+ days ago • Promoted
Associate, Cross Asset Solutions
Raymond James Financial • Saint Petersburg, FL, US
Full-time
Last updated: 1 day ago • Promoted
Senior Associate, Escalations
VirtualVocations • Saint Petersburg, Florida, United States
Full-time
Last updated: 3 days ago • Promoted
Fee Based Senior Associate - Trading Administration
Raymond James Financial • Saint Petersburg, FL, US
Full-time
Last updated: 30+ days ago • Promoted
Senior Audit Associate
Spartan Placements, LLC • Tampa, FL, US
Full-time
Last updated: 30+ days ago • Promoted
United States Border Patrol Agent
U.S. Customs and Border Protection • Belleair Beach, FL, US
Full-time
Last updated: 3 hours ago • Promoted • New!
Fee Based Senior Associate - Reconciliation
Raymond James Financial • Saint Petersburg, FL, US
Full-time
Last updated: 30+ days ago • Promoted
Associate, Senior Associate, Counsel or Partner
Aligned Talent Acquisition • Tampa, FL, US
Full-time
Last updated: 18 days ago • Promoted
Institutional Professional Service Senior Associate
Webull Financial • Saint Petersburg, Florida, United States, 33716
Full-time
Last updated: 3 days ago
Associate Director of Spending Accounts
VirtualVocations • Tampa, Florida, United States
Full-time
Last updated: 13 hours ago • Promoted • New!
Associate, FA Compensation
Raymond James Financial • Saint Petersburg, FL, US
Full-time
Last updated: 30+ days ago • Promoted