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Raymond James · 3 weeks ago

Senior Associate, Digital Workflow Services | St. Petersburg, FL | Onsite Training

Saint Petersburg, Florida - United States

Full-time

Onsite

New Grad, Entry Level

0+ years exp

Raymond James is a financial services firm that values client-first service and integrity. The Senior Associate in Digital Workflow Services will ensure compliance with industry regulations while providing support and training on operational processes, serving as a liaison between branch personnel and the Home Office.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management

Growth Opportunities

Responsibilities

Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards

Carry out operational tasks by following established processes. This will involve adjusting multiple settings or parameters to meet performance standards

Prepare routine letters, memoranda, reports, and similar documents following detailed instructions. This is likely to involve using the full range of functions within standard office software

Produce, update, and provide best practice support on Microsoft documents, DocuSign (and other E-signature platforms), databases, and other departmental systems

Perform quality assurance reviews to ensure compliance with established standards and procedures

Provide guidance and support to team members, addressing questions and assisting with issue resolution

Conduct evaluations of phone and email interactions to maintain service quality and consistency

Develop and manage team schedules, ensuring adequate coverage and operational efficiency

Facilitate training sessions for new hires as needed to support onboarding and skill development