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Raymond James · 1 day ago

Sr. Administrative Assistant (Chicago)

Chicago, IL

Full-time

Onsite

Senior Level, Lead/Staff

$55K/yr - $79K/yr

15+ years exp

Raymond James is a company focused on client-first values and integrity. They are seeking a Senior Administrative Assistant to perform routine administrative tasks, manage client relationships, and support business operations effectively.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management

Growth Opportunities

Responsibilities

Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility

Respond to routine requests using form letters or emails; respond to more unusual requests by editing templates to create customized responses

Schedule appointments, make arrangements for meetings and conferences, and organize travel plans, following detailed instructions to facilitate business meetings

Organize own work schedule in order to get the job done, coordinating with support services and assigning short-term tasks to others if necessary

Receive and screen visitors, answering routine questions, providing information, or directing requests elsewhere

Support in using the internal communications system to access specific information on request

Create, organize, and maintain files containing the correspondence and records of a senior colleague

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

Help manage external client relationships by carrying out simple procedural tasks

Help manage internal client relationships by carrying out simple procedural tasks

Extract relevant data from information provided by others, and input it into spreadsheets or standard formats

Use data management systems to access specific information as and when required

Qualification

Data entryOffice software proficiencyCustomer service skillsData analysisVerbal communicationOrganizational skillsProblem-solving

Required

Bachelor's (Required)

General Experience - More than 15 years

Uses clear and effective verbal communications skills with guidance (but not constant supervision) to express ideas, request actions and formulate plans or policies

Supports business processes without supervision by understanding and effectively using standard office equipment and standard software packages, while providing technical guidance as needed

Works with guidance (but not constant supervision) to plan, organize, prioritize and oversee activities to efficiently meet business objectives

Works with guidance (but not constant supervision) to develop, monitor, interpret and understand policies and procedures, while making sure they match organizational strategies and objectives

Works under guidance (but not constant supervision) to analyze data trends for use in reports to help guide decision making

Works under guidance (but not constant supervision) to acquire, organize, protect and process data to fulfill business objectives

Works at an intermediate level to navigate customer conversations by leveraging the four parts of a service conversation: open, learn, reply, and close. Typically works with guidance

Uses an understanding of numerical concepts to perform mathematical operations such as report analysis with guidance (but not constant supervision)

Works at an intermediate level to connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences. Typically works with guidance

Works with guidance (but not constant supervision) to analyze data from multiple sources to draw appropriate conclusions and make suitable recommendations

Works at an intermediate level to make every customer interaction positive by leaving the customer feeling understood, appreciated, and confident in the organization's ability. Typically works with guidance

Works at an elementary level under supervision to select, deploy and get the best results from the most appropriate office system