StPetersburgRecruiter Since 2001
the smart solution for St. Petersburg jobs

Fee Based Senior Associate - Cash Operations

Company: Raymond James
Location: Saint Petersburg
Posted on: May 3, 2021

Job Description:

Job Summary:

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 back-up in cross-functional responsibilities during absences.
  • Assists in special projects.
  • Maintains a variety of data files and records.
  • Prepares letter, 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:

Knowledge of:

  • Intermediate principles, practices, and procedures of general office concepts and those that govern fee based operations, finance and/or securities industry operations.
  • Process flows within specific assigned functional area.
  • Regulations for specific assigned functional area.

Skill in:

  • Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
  • Analyzing data to identify discrepancies.
  • Problem solving.

Ability to:

  • 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 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.

Educational/Previous Experience Requirements:

  • High School Diploma or equivalent and a minimum of two (2) years experience in customer service or the financial services industry.

~or~

  • Any equivalent combination of experience, education, and/or training approved by Human Resources.

Licenses/Certifications:

  • None Required

Keywords: Raymond James, St. Petersburg , Fee Based Senior Associate - Cash Operations, Other , Saint Petersburg, Florida

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Other Jobs


LEAD SALES ASSOCIATE-PT in SARASOTA, FL
Description: p Company Overview /p p Dollar General Corporation has been delivering value to shoppers for more than 80 years. Dollar General helps shoppers Save time. Save money. Every day. by offering products (more...)
Company: Dollar General Corporation
Location: Sarasota
Posted on: 05/12/2021

Dispatcher
Description: Busy security company is currently hiring an experienced Dispatcher. The position is full time Monday through Friday from 8:00 a.m. until 4:30 p.m. The company provides full benefits that include medical, (more...)
Company: Thrivas
Location: Sarasota
Posted on: 05/12/2021

Manufacturing Assembler - 3rd Shift
Description: Nature and Scope: The Manufacturing Assembler is responsible for the final assembly of integrated packages and individual valve models. Assembler may be tasked with working automated dressing machines (more...)
Company: Sun Hydraulics Corp.
Location: sarasota
Posted on: 05/12/2021


PwC Tech/NIS ServiceNow SecOps Orchestration Lead
Description: A career in Information Security, within Internal Firm Services, will provide you with the opportunity to develop and support our internal security technologies and services across the entire global and (more...)
Company: PwC
Location: Sarasota
Posted on: 05/12/2021

Housekeeping Supervisor
Description: La Quinta by Wyndham is now seeking a Housekeeping Supervisor to join
Company: Wyndham Hotels & Resorts
Location: Sarasota
Posted on: 05/12/2021

Irrigation Technician
Description: Job Description IRRIGATION TECH WILL TRAIN TOP DOLLAR Sarasota and Bradenton Area
Company: Donvos Sprinkler Company
Location: Sarasota
Posted on: 05/12/2021

IT Technician
Description: p Crown Roofing, one of the largest roofing contractors in Florida, with 550 employees and 5 offices across the state, is seeking a qualified IT Technician. We strive on the ability to provide a better (more...)
Company: Crown Roofing
Location: Sarasota
Posted on: 05/12/2021

Actuarial Analyst
Description: I. M - Pact Business Group is searching for an Actuarial
Company: iMPact Business Group
Location: Sarasota
Posted on: 05/12/2021

Insurance Customer Service Representative (Part Time)
Description: Established insurance company is currently hiring a Part Time Customer Service Representative. The position is part time Monday through Friday from 9:00 a.m. until 3:00 p.m. There is some
Company: Thrivas
Location: Sarasota
Posted on: 05/12/2021

ALD Off-Premise Sales Consultant
Description: p Responsibilities Job ID SAR00000069 Date posted 04/21/2021 /p p Job Description /p p Overview /p p The Sales Consultant represents Southern Glazer apos s in the market as a member of the Southern (more...)
Company: Southern Glazer's Wine and Spirits, LLC
Location: Sarasota
Posted on: 05/12/2021

Log In or Create An Account

Get the latest Florida jobs by following @recnetFL on Twitter!

St. Petersburg RSS job feeds