Traveling Transition Support Associate - 100% Travel
Company: Raymond James
Posted on: November 18, 2023
This is a 100% travel position. Must live near a major airport
Under limited supervision provides operations support as a liaison
between the home office and new financial advisors (FAs) joining
Private Client Group (PCG) offices. Guidance is provided to perform
varied work that is somewhat difficult in nature requiring some
evaluation, originality and ingenuity to solve moderately complex
Essential Duties and Responsibilities:
Researches and helps resolve issues related to the transition of
new financial advisors joining PCG offices.
Provides onsite branch support.
Processes new branch paperwork to open and transfer accounts.
Assists financial advisors to gather information missing from forms
and paperwork and ensure accuracy.
Assists with educating financial advisors and their staff on
Raymond James policies, procedures and systems
Acts as a liaison between financial advisors and home office
departments and ensures follow up and completion of transition
Performs special projects and cross-trains on other departmental
Performs other duties and responsibilities as assigned.
Knowledge, Skills, and Abilities:
Basic office practices, procedures and methods.
Account types, the transfer process, and industry operations in
Back office systems.
Organizational and time management sufficient to prioritize
workload, handle multiple tasks and meet deadlines.
Operating standard office equipment and using required software
applications to produce correspondence, presentations, electronic
communication and spreadsheets.
Detail orientation to ensure quality standards are met without
Oral and written communication sufficient enough to interact
effectively with and guide financial advisors and their staff on
various operations issues while remaining in constant contact with
the lead consultant and respective regional team
Organize, manage and track multiple detailed tasks and assignments
with frequently changing priorities in a fast-paced work
Execute instructions and request clarification when necessary.
Constructively work under stress and pressure when faced with high
workloads and deadlines.
Provide a high level of customer service in a calm, courteous and
Work independently as well as collaboratively within a team
Establish and maintain effective working relationships at all
levels of the organization.
Follow up and ensure resolution of issues and completion of
Educational/Previous Experience Requirements:
- Bachelor's Degree in Business or related field with a minimum
of two (2) years' experience in the financial services
- An equivalent combination of experience, education, and/or
training as approved by Human Resources.
- None required
Primary Location: US-FL-St. Petersburg-Saint Petersburg
Other Locations: US-NC-Charlotte-Charlotte,
Organization Operations & Administration
Job Shift Day Job
Travel Yes, 100 % of the Time
Req ID: 2303412
Keywords: Raymond James, Atlanta , Traveling Transition Support Associate - 100% Travel, Other , Atlanta, Georgia
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