Administrative Coordinator - Raymond James Trust
Saint Petersburg, Florida
Employer: Raymond James Financial Incorporated
Industry: Trust Services
Salary: Competitive
Job type: Full-Time
Job Summary:
Provides some advanced administrative support of a function within a unit or department through clerical skills. Exchanges basic and non-routine information with internal and external customers and adapts procedures, processes, and techniques to meet the more complex requirements of the position.
Essential Duties and Responsibilities:
• Applies some advanced skills and procedures appropriate for the position within assigned functional area.
• Performs duties and tasks that are frequently non-routine. Refers only the most complex issues to higher level.
• Schedules, reports, and tracks information for department.
• Collects data for preparation of various reports, budgets, and variance analyses.
• Compiles data for reports and collates into a single report.
• Assists in preparing, reviewing, or auditing reports.
• Assists with more complex research and investigation. May prepare analyses of information.
• May assist in orienting and training lower level employees.
• Performs other duties and responsibilities as assigned.
Qualifications:
Knowledge, Skills, and Abilities:
Knowledge of:
• Basic office practices, procedures and methods.
• Basic mathematical calculations.
Skill in:
• Organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines.
• Operating standard office equipment and using required software applications to produce correspondence, electronic communication and maintain spreadsheets and databases.
Ability to:
• Build solid, effective working relationships with others.
• Coach others in the development of their skills.
• Execute instructions and request clarification when necessary.
• Provide courteous, timely service when addressing customer questions and concerns.
• Speak clearly and concisely.
• Convey information clearly and effectively through both formal and informal documents.
• Constructively work under stress and pressure when faced with high workloads and deadlines.
Educational/Previous Experience Requirements:
• High school diploma or equivalent and (2) two - (5) five years office or customer service experience.
~or~
• An equivalent combination of education, experience and/or training.
Licenses/Certifications:
• None required.
Raymond James Guiding Behaviors
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 outcome
• 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
Provides some advanced administrative support of a function within a unit or department through clerical skills. Exchanges basic and non-routine information with internal and external customers and adapts procedures, processes, and techniques to meet the more complex requirements of the position.
Essential Duties and Responsibilities:
• Applies some advanced skills and procedures appropriate for the position within assigned functional area.
• Performs duties and tasks that are frequently non-routine. Refers only the most complex issues to higher level.
• Schedules, reports, and tracks information for department.
• Collects data for preparation of various reports, budgets, and variance analyses.
• Compiles data for reports and collates into a single report.
• Assists in preparing, reviewing, or auditing reports.
• Assists with more complex research and investigation. May prepare analyses of information.
• May assist in orienting and training lower level employees.
• Performs other duties and responsibilities as assigned.
Qualifications:
Knowledge, Skills, and Abilities:
Knowledge of:
• Basic office practices, procedures and methods.
• Basic mathematical calculations.
Skill in:
• Organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines.
• Operating standard office equipment and using required software applications to produce correspondence, electronic communication and maintain spreadsheets and databases.
Ability to:
• Build solid, effective working relationships with others.
• Coach others in the development of their skills.
• Execute instructions and request clarification when necessary.
• Provide courteous, timely service when addressing customer questions and concerns.
• Speak clearly and concisely.
• Convey information clearly and effectively through both formal and informal documents.
• Constructively work under stress and pressure when faced with high workloads and deadlines.
Educational/Previous Experience Requirements:
• High school diploma or equivalent and (2) two - (5) five years office or customer service experience.
~or~
• An equivalent combination of education, experience and/or training.
Licenses/Certifications:
• None required.
Raymond James Guiding Behaviors
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 outcome
• 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
Created: 2024-09-21
Reference: 2403129
Country: United States
State: Florida
City: Saint Petersburg
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