Fee Based Senior Associate - Trading Administration

About the role

This position follows Raymond James & Associates' hybrid work model, requiring 2-3 days per week at the Saint Petersburg, FL, corporate office. Under general supervision, the role involves supporting and assisting with assigned job responsibilities and projects, which can vary based on departmental needs and priorities.

Responsibilities

• Processes new fee-based agreements and handles account reconciliations.
• Provides answers to calls and inquiries regarding fee-based accounts.
• Researches and resolves advanced and complex business issues.
• Serves as a backup in cross-functional responsibilities during absences.
• Affords assistance in special projects.
• Maintains and updates various data files and records.
• Prepares letters, memos, and documents.
• Maintains an organized approach to managing multiple tasks and assignments with changing priorities and deadlines.
• Communicates effectively, both verbally and in writing, with internal associates and external contacts.
• Effectively gathers and analyzes relevant information to resolve business issues and make informed decisions.

Requirements

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 a specific assigned functional area. Familiarity with regulations governing the specific assigned functional area is also required.

Skills

• Proficiency in operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
• Ability to analyze data to identify discrepancies and solve problems.
• Strong organizational skills and ability to manage multiple tasks simultaneously.
• Effective communication skills, both verbal and written.
• Ability to work independently and take ownership of tasks.

Qualifications

• Bachelor’s degree or equivalent experience.
• 13 months to 3 years of general experience in a related field.

Benefits

• Total compensation includes base salary or wages, and may include additional compensation (cash or equity), discretionary bonuses, or commissions.
• Eligible for a benefits package that may include medical, dental, and vision insurance; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave.

Pay

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.

Schedule

The position follows Raymond James & Associates' hybrid work model, requiring 2-3 days per week at the Saint Petersburg, FL, corporate office.