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Raymond James · 1 day ago

Private Wealth Trust Administrative Coordinator

Saint Petersburg, Florida - United States

Full-time

Onsite

New Grad, Entry Level

0+ years exp

Raymond James is a financial services firm that provides advanced administrative support within the Private Wealth Trust department. The role involves scheduling, data collection for reports, and assisting in more complex research and investigations.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management

Growth Opportunities

Responsibilities

Applies some advanced skills and procedures appropriate for the position within assigned functional area

Performs duties and tasks that are frequently non-routine. Refers only the most complex issues to higher level

Schedules, reports, and tracks information for department

Collects data for preparation of various reports, budgets, and variance analyses

Compiles data for reports and collates into a single report

Assists in preparing, reviewing, or auditing reports

Assists with more complex research and investigation. May prepare analyses of information

May assist in orienting and training lower level employees

Performs other duties and responsibilities as assigned

Qualification

Office equipment operationSoftware applicationsOrganizational skillsTime managementCustomer serviceStress managementEffective communication

Required

High School (HS)

General Experience - 4 to 6 months

Basic office practices, procedures and methods

Basic mathematical calculations

Organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines

Operating standard office equipment and using required software applications to produce correspondence, electronic communication and maintain spreadsheets and databases

Ability to build solid, effective working relationships with others

Ability to coach others in the development of their skills

Ability to execute instructions and request clarification when necessary

Ability to provide courteous, timely service when addressing customer questions and concerns

Ability to speak clearly and concisely

Ability to convey information clearly and effectively through both formal and informal documents

Ability to constructively work under stress and pressure when faced with high workloads and deadlines