Fee Based Senior Associate - Trading Administration

Job Title

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-standard transactions that usually require some research or investigation.

This position will follow our hybrid work model; we expect the selected candidate to work 2-3 days at one of our corporate offices in Memphis, TN, or Saint Pete, 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 will vary widely based on department needs and priorities. Serves as the agent between branches and the home office. Reviews, updates, maintains, and services accounts. Asset Management Services (a division of Raymond James & Associates) offers comprehensive asset management services and products for Raymond James financial advisors.

Essential Duties and Responsibilities :

• Performs a variety of operational procedures within the department, which may include : new fee based agreement processing, system reconciliation, accounts distributions, and terminations.
• Answers calls and questions regarding fee based accounts.
• Researches and provides resolution on advanced and more complex business issues.
• Serves as a backup in cross-functional responsibilities during absences.
• Assists in special projects.
• Maintains a variety of data files and records.
• Prepares letters, memos, and various documents.
• Monitors incoming mail and documents.
• Provides training to other team members.
• Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities :

Licenses / Certifications : None Required

Education : Bachelor's : Accounting, Bachelor's : Business Administration, Bachelor's : Finance, High School (HS) (Required)

Work Experience : General Experience - 13 months to 3 years

Certifications : None Required

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.