Raymond James · 1 month ago
Fee Based Senior Associate - Reconciliation
Memphis, Tennessee - United States
Full-time
Hybrid
New Grad, Entry Level
0+ years expRaymond James is a financial services firm that offers comprehensive asset management services. The Fee Based Senior Associate will provide support with operational procedures, focusing on account reconciliations and resolving complex business issues.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
Responsibilities
Performs various operational procedures within the department, including account reconciliations
Researches and provides resolution on advanced and more complex business issues
Serves as a backup for cross-functional responsibilities during absences
Assists in special projects
Maintains a variety of data files and records
Provides training to other team members
Performs other duties and responsibilities as assigned
Qualification
Required
Intermediate principles, practices, and procedures of general office concepts and those that govern fee-based operations, finance, and/or securities industry operations
Process flows within a specific assigned functional area
Regulations for specific assigned functional areas
Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases
Analyzing data to identify discrepancies
Mathematical abilities sufficient to process and balance daily business transactions
Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment
Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with internal associates and external contacts at all levels
Effectively gather all relevant information in order to analyze, research, and resolve business issues in order to make decisions
Bachelor's: Accounting, Bachelor's: Finance, High School (HS) (Required)
General Experience - 4 to 6 months
Company
Raymond James
Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.
10001+ employees
H1B Sponsorship
Raymond James has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (1)
Funding
Current Stage
Public CompanyTotal Funding
$1.5B2025-09-09Post Ipo Debt· $1.5B
1983-07-01IPO
Leadership Team
Paul Shoukry
Chief Executive Officer
James Sickling
COO - Fixed Income
Recent News
Private Banker International
2026-01-17
2026-01-16
2026-01-16
Company data provided by crunchbase