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Job Description

Job Summary:

Under direct supervision, uses basic knowledge and skills obtained through experience and./or on-the-job training to provide a wide variety of administrative and staff support services to a manager or group of managers within an assigned functional area. Specific, detailed instructions and procedures are provided to perform routine, repetitive standardized tasks. Resolves routine questions and problems and refers more complex issues to a higher level. Routine contact with internal and external customers is required to exchange basic information.

Essential Duties and Responsibilities:

• Performs a wide variety of document processing assignments, including entering data and drafting, editing, revising, and print correspondence, reports and other materials.

• Resolves routine administrative problems and responds to inquiries concerning activities and operations of assigned functional area.

• Accepts, screens and routes telephone calls; maintains record of inquiries, as required.

• Performs a range of staff and/or operational support activities.

• Sorts, screens and distributes incoming and outgoing mail and drafts or prepares responses to routine inquiries.

• Establishes, maintains, processes and updates files, records and other documents.

• Orders, stocks and distributes office supplies.

• Maintains currency in modern office management methods and techniques.

• Operates standard office equipment and uses required software applications.

• Performs other duties and responsibilities as assigned.

Qualifications

Knowledge, Skills, and Abilities:

Knowledge of:

• Basic concepts, practices and procedures of providing administrative support.

• Fundamental investment concepts, practices and procedures used in the securities industry.

• Basic principles of banking and finance and securities industry operations.

• Basic terminology of financial markets and products.

Skill in:

• Performing a wide variety of document processing tasks and administrative support activities.

• Responds to inquiries concerning activities and operations of assigned functional area.

• Sorting, screenings and distributing mail.

• Preparing responses to routine inquiries.

• Establishing and maintaining files, records and other documents.

• Operating standard office equipment and using required software applications.

Ability to:

• Maintain currency in modern office management methods and techniques.

• Read, comprehend and apply business related information.

• Organize and prioritize multiple tasks and meet deadlines.

• Communicate effectively, both orally and in writing.

• Work independently as well as collaboratively within a team environment.

• Provide a high level of customer service.

• Establish and maintain effective working relationships.

Educational/Previous Experience Requirements:

• High School diploma with a minimum of one (1) year of general administrative support experience required.

or

• Any equivalent combination of experience, education and/or training approved by Human Resources.

Education

High School (HS)

Work Experience

General Experience - 7 to 12 months

Certifications

Travel

Less than 25%

Workstyle

Hybrid

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.

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