Job Summary

Utilizes knowledge and skills gained through experience or training to provide advanced administrative support of a function within a unit or department through clerical skills. Communicates information with internal and external customers and adapts procedures, processes, and techniques to accomplish the requirements of the position. Serves as a resource to others in the resolution of complex problems and issues.

Essential Duties and Responsibilities

• Applies advanced skills and procedures appropriate for the position within assigned functional area

• Performs duties and tasks that reflect substantial variety and complexity. Assists others in the resolution of complex problems and issue

• Schedules, reports, and tracks information for department

• Collects and enters marketing related billing data into the customized billing system

• Process invoices in AP system

• Work with account team sin the invoice clearance process, which includes validating, investigating and resolving discrepancies to ensure timely resolution

• Compiles data for reports and collates into a single report

• Assists in preparing, reviewing, or auditing report

• Assists with more complex research and investigation. May prepare analysis of information

• May assist in orienting and training lower-level employee

• May assign and check the work of lower-level employees and/or be designated as "lead" worker

• Performs other duties and responsibilities as assigned

Qualifications:

Knowledge of

• Basic office practices, procedures and method

• Basic mathematical calculation

• Key internal and/or external contacts to request assistance from or utilize expertise

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 other

• Coach others in the development of their skill

• Execute instructions and request clarification when necessary

• Provide courteous, timely service when addressing customer questions and concern

• Speak clearly and concisely

• Convey information clearly and effectively through both formal and informal document

• Constructively work under stress and pressure when faced with high workloads and deadline

• Plan, organize, and coordinate work assignment

• Promote team cohesiveness, cooperation, and effectivene

• Work independently with minimal supervision

Education/Previous Experience

• High school diploma or equivalent with a minimum of six (6) years' experience in customer service or an office environment

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