Raymond James · 1 hour ago
Operations Support Specialist | New Advisor Transitions Dept | St. Petersburg, FL
Saint Petersburg, Florida - United States
Full-time
Hybrid
New Grad, Entry Level
0+ years expRaymond James is a financial services firm seeking an Operations Support Specialist for their New Advisor Transitions department. The role involves providing administrative support, ensuring operational efficiency, and facilitating onboarding tasks in a hybrid work environment.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
Responsibilities
Produce, update, and provide best practice support on Microsoft documents, databases, and other departmental systems. Tasks may include purchasing materials, entering budgetary information, and recording time and expenses
Prepare routine letters, email, minutes of meetings, and reports for approval by more senior colleagues or a senior executive
Schedule appointments, make arrangements for meetings and conferences, and organize travel plans, following instructions to ensure more senior colleagues or a senior executive make the best use of their time
Scheduling Advisor Home Office Visits and completion of various onboarding support tasks
Ordering and distribution of office and kitchen supplies for our floor
Qualification
Required
Advanced expertise in administrative, support, and service functions
Experience in producing, updating, and providing best practice support on Microsoft documents, databases, and other departmental systems
Ability to prepare routine letters, emails, minutes of meetings, and reports for approval by more senior colleagues or a senior executive
Experience in scheduling appointments, making arrangements for meetings and conferences, and organizing travel plans
Experience in scheduling Advisor Home Office Visits and completing various onboarding support tasks
Ability to order and distribute office and kitchen supplies
Skills to plan, organize, prioritize and oversee activities to efficiently meet objectives
Understanding and effective use of standard office equipment and standard software packages to support business processes
Ability to acquire, organize, protect and process data in order to fulfill business objectives
Ability to select and deploy the appropriate office system and to use it to optimum effect
High School (HS) education
General experience of 7 to 12 months
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
Paul Shoukry
Chief Financial Officer
James Sickling
COO - Fixed Income
Recent News
TradingView
2025-12-16
Company data provided by crunchbase