Raymond James · 2 hours ago
Sr. Administrative Assistant (St. Petersburg)
St. Petersburg, FL
Full-time
Onsite
Mid, Senior Level
3+ years expRaymond James is a leading financial services firm, and they are seeking a Sr. Administrative Assistant to support various administrative functions. The role involves producing documents, managing events, and providing operational support while ensuring compliance with organizational systems.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
Responsibilities
Produce, update, and provide best practice support on complex Microsoft documents, databases, and other departmental systems, advising colleagues as needed and using expertise to help improve processes
Prepare tailored letters, emails, and more complex reports and agendas and minutes of meetings for approval by a board-level executive
Arrange venues, equipment, catering, accommodations, and travel for participants arriving from various locations to ensure the smooth running of medium-scale events
Assign short-term work schedules to a team of subordinates in order to achieve expectations while following established timelines
Execute a communications plan within established internal communication systems and procedures
Create a company-wide document management system and ensure compliance with it
Organize and prepare complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for special reports
Provide operational support services and sometimes act as first-line supervisor of a transactional operations area. Involves using existing systems and protocols
Help senior colleagues manage client and customer relationships by using relevant sales or client systems
Help senior colleagues manage internal client and customer relationships by using relevant sales or client systems
Manage basic aspects of the data management system with guidance from senior colleagues. This includes being responsible for developing or operating basic elements of the data management systems to deliver prescribed outcomes
Perform a range of facilities management activities, either to support others or to achieve pre-established outcomes
Qualification
Required
High School (HS) (Required)
General Experience - 3 to 6 years
Produce, update, and provide best practice support on complex Microsoft documents, databases, and other departmental systems, advising colleagues as needed and using expertise to help improve processes
Prepare tailored letters, emails, and more complex reports and agendas and minutes of meetings for approval by a board-level executive
Arrange venues, equipment, catering, accommodations, and travel for participants arriving from various locations to ensure the smooth running of medium-scale events
Assign short-term work schedules to a team of subordinates in order to achieve expectations while following established timelines
Execute a communications plan within established internal communication systems and procedures
Create a company-wide document management system and ensure compliance with it
Organize and prepare complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for special reports
Provide operational support services and sometimes act as first-line supervisor of a transactional operations area. Involves using existing systems and protocols
Help senior colleagues manage client and customer relationships by using relevant sales or client systems
Help senior colleagues manage internal client and customer relationships by using relevant sales or client systems
Manage basic aspects of the data management system with guidance from senior colleagues. This includes being responsible for developing or operating basic elements of the data management systems to deliver prescribed outcomes
Perform a range of facilities management activities, either to support others or to achieve pre-established outcomes
Works without supervision and provides technical guidance when required on planning, organizing, prioritizing and overseeing activities to efficiently meet business objectives
Applies comprehensive knowledge to act independently while providing guidance and training to others on using clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies
Works without supervision and provides technical guidance when required on developing, monitoring, interpreting and understanding policies and procedures, while making sure they match organizational strategies and objectives
Works with guidance (but not constant supervision) to develop appropriate plans or perform necessary actions based on recommendations and requirements
Independently supports business processes with comprehensive understanding and effective use of standard office equipment and standard software packages, while also providing guidance and training to others
Uses an understanding of numerical concepts to perform mathematical operations such as report analysis without supervision and provides technical guidance when required
Works without supervision and provides technical guidance when required on selecting, deploying and getting the best results from the most appropriate office system
Company
Raymond James
Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$1.5B2025-09-09Post Ipo Debt· $1.5B
1983-07-01IPO
Leadership Team
James Sickling
COO - Fixed Income
Eric Lauzon
SVP Growth & Development, Private Client Group
Recent News
TradingView
2025-12-16
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