Job Description
Responsibilities:
Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility.
Respond to routine requests using form letters or emails; respond to more unusual requests by editing templates to create customized responses.
Schedule appointments, make arrangements for meetings and conferences, and organize travel plans, following detailed instructions to facilitate business meetings.
Organize own work schedule in order to get the job done, coordinating with support services and assigning short-term tasks to others if necessary.
Receive and screen visitors, answering routine questions, providing information, or directing requests elsewhere.
Support in using the internal communications system to access specific information on request.
Create, organize, and maintain files containing the correspondence and records of a senior colleague.
Prepare routine letters, memoranda, reports, and similar documents following detailed instruction. This is likely to involve using the full range of functions within standard office software.
Help manage external client relationships by carrying out simple procedural tasks.
Help manage internal client relationships by carrying out simple procedural tasks.
Extract relevant data from information provided by others, and input it into spreadsheets or standard formats.
Use data management systems to access specific information as and when required.
Skills:
Uses clear and effective verbal communications skills with guidance (but not constant supervision) to express ideas, request actions and formulate plans or policies.
Supports business processes without supervision by understanding and effectively using standard office equipment and standard software packages, while providing technical guidance as needed.
Works with guidance (but not constant supervision) to plan, organize, prioritize and oversee activities to efficiently meet business objectives.
Works with guidance (but not constant supervision) to develop, monitor, interpret and understand policies and procedures, while making sure they match organizational strategies and objectives.
Works under guidance (but not constant supervision) to analyze data trends for use in reports to help guide decision making.
Works under guidance (but not constant supervision) to acquire, organize, protect and process data to fulfill business objectives.
Works at an intermediate level to navigate customer conversations by leveraging the four parts of a service conversation: open, learn, reply, and close. Typically works with guidance.
Uses an understanding of numerical concepts to perform mathematical operations such as report analysis with guidance (but not constant supervision).
Works at an intermediate level to connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences. Typically works with guidance.
Works with guidance (but not constant supervision) to analyze data from multiple sources to draw appropriate conclusions and make suitable recommendations.
Works at an intermediate level to make every customer interaction positive by leaving the customer feeling understood, appreciated, and confident in the organization's ability. Typically works with guidance.
Works at an elementary level under supervision to select, deploy and get the best results from the most appropriate office system.
Education
High School (HS) (Required)
Work Experience
General Experience - 7 to 12 months
Certifications
Salary Range
$55,000.00-$100,006.40
Travel
Workstyle
Resident
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 outcomes
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
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
