Raymond James · 1 week ago
Private Wealth Trust Administrative Coordinator
St. Petersburg, FL
Full-time
Onsite
New Grad, Entry Level
0+ years expRaymond James is a financial services firm that values client-first principles and integrity. They are seeking a Private Wealth Trust Administrative Coordinator to provide advanced administrative support, manage departmental information, and assist in report preparation and analysis.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
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
Required
Provides some advanced administrative support of a function within a unit or department through clerical skills
Exchanges basic and nonroutine information with internal and external customers and adapts procedures, processes, and techniques to meet the more complex requirements of the position
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
Knowledge of basic office practices, procedures and methods
Knowledge of 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
Education: High School (HS)
General Experience - 4 to 6 months, Manager Experience - None
Travel: Less than 25%
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 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