Fee Based Senior Associate - Trading Administration

About the role

This position follows a hybrid work model, requiring the selected candidate to work 3 days per week at the Memphis, TN corporate office. Under general supervision, the role provides support and assistance to complete assigned job responsibilities and projects consistent with department policy guidelines and procedures. The incumbent serves as the agent between branches and the home office, reviewing, updating, maintaining, and servicing accounts for Asset Management Services, a division of Raymond James & Associates.

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.

Requirements

• Education: Bachelor’s degree or High School diploma (required).
• Work Experience: General experience of 13 months to 3 years.
• Licenses/Certifications: None required.
• Travel: Less than 25% travel.

Qualifications

• Knowledge: 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; regulations for a specific assigned functional area.

Skills

• Skill 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.
• Ability to organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast‑paced work environment.
• Ability to use appropriate interpersonal styles and communicate effectively, both orally and