Raymond James Financial, Inc. • Saint Petersburg, FL 33747
Job #2753604644
Description
Job Summary
Under general supervision and direction of the Supervisor of IFS Operations & Data, this person will be responsible for daily operational tasks as it relates to held-away retirement plan and institutional business. Operational tasks range from data reconciliation to assisting Advisors with operational inquiries. Individual should have a broad understanding of the different areas of investment advisory relationships and broker-dealer services. Contact with internal and external parties, including Financial Advisors, will be required. Leads defined work or projects of moderate scope and complexity. Resolves or recommends solutions to complex problems.
Essential Duties and Responsibilities:
Manage and respond to Advisor inquiries and questions through the group mailbox
Assist team with Fiduciary Program plan reporting used for Client deliverables
Review of Advisory agreements and required Plan documents to ensure all pertinent information is accurate and accounted for regarding Raymond James Fiduciary programs.
Work with recordkeepers on initiating/validating required fund changes with regard to Fiduciary Program.
Assist with Financial Advisor inquiries regarding product offerings.
Assist Team and Financial Advisor's with training/onboarding to Firm's various third-party platforms relating to held-away retirement business.
Assist internal service team with Firm's data aggregator tool as it relates to missing Plan level data needed from third party record-keepers
Partner with Billing department to reconcile issues
Perform various tasks as assigned
Qualifications
Knowledge, Skills, and Abilities
Knowledge of:
Must Haves-Hard Skills:
At least 2 years of recent data entry, auditing, or document review experience
At least 2 years' experience within the financial services or retirement planning industry
Strong skills with Microsoft Excel
Basic skills with SQL query
Experience with Tabular a plus
Strong data entry skills while maintaining high accuracy - a pre-screening data entry test is not required but it is encouraged
Understanding of investments (i.e. mutual funds, stable value)
Must Haves-Soft Skills
Very high attention to detail
Professional written and oral communication skills
Educational/Previous Experience Requirements:
Job: Private Clients Solutions
Primary Location: US-FL-St. Petersburg-Saint Petersburg
Organization Private Client Group
Schedule Full-time
Job Shift Day Job
Travel Yes, 5 % of the Time
Req ID: 2403189
Raymond James Financial, Inc. • Saint Petersburg, FL 33747 • 3 Days Ago
Raymond James Financial, Inc. • Saint Petersburg, FL 33747 • 3 Days Ago
Raymond James Financial, Inc. • Saint Petersburg, FL 33747 • 4 Days Ago
Raymond James Financial, Inc. • Saint Petersburg, FL 33701 • Today
Johns Hopkins Health System • Saint Petersburg, FL 33701 • Sep 14
Pinellas County, FL • Clearwater, FL 33755 • Today
Celestar Corporation • Tampa, FL 33694 • Today