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Raymond James · 5 days ago

Onboarding Administrative Coordinator

St. Petersburg, FL

Full-time

Hybrid

Mid, Senior Level

5+ years exp

Raymond James is a financial services firm, and they are seeking an Onboarding Administrative Coordinator. The role involves performing advanced administrative duties, developing relationships with financial professionals, and assisting in the recruitment and transition of advisors to the firm.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management

Growth Opportunities

Responsibilities

Produce, update, and provide best practice support on complex Microsoft documents, databases, and other departmental systems, advising colleagues as needed and using expertise to help improve processes

Establishes and maintains a prospect database

Gathers information and data on prospects to be used in the sales process and for suitability review

Execute a communications plan within established internal communication systems and procedures

Manages the creation of proformas for prospects

Organize and prepare complex documents using a variety of applications for technology devices, such as standard office software

Assists with visits to home office by prospects to document issues, interests and concerns

Assists advisors during transition to the firm

Manage the process of internal advisor transitions and counsel advisors on the establishment of a successful integration plan

Help senior colleagues manage client and customer relationships by using relevant sales or client systems

Performs other duties and responsibilities as assigned

Qualification

Business developmentFinancial analysisInvestment conceptsDatabase managementAnalytical skillsSales strategiesOffice software proficiencyCommunication skillsOrganizational skillsProblem solvingTime management

Required

Bachelor's Degree from four year college or university with a minimum of five (5) years work experience in an office environment, preferably in the financial services industry

An equivalent combination of experience, education, and/or training approved by Human Resources

Advanced concepts, practices and procedures of business development in a financial services

Investment concepts, practices and procedures used in the securities industry

Principles of finance and securities industry operations

Financial markets and products

Financial analysis of businesses and FA practices

Securities rules and regulations in order to conduct proper due diligence analysis of independent practices may be required

Excellent analytical, critical thinking and problem solving skills sufficient to recognize and detect errors and offer resolution

Works with full competence to plan, organize, prioritize and oversee activities to efficiently meet objectives

Communicate effectively, both orally and in writing to all level of associates and clients

Facilitating transition processes

Establishing and maintaining databases

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

Effective questioning and listening techniques

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

Maintain currency in investment advisor and/or financial planner services and products

Partner with other functional areas to accomplish objectives

Incorporate needs, wants and goals from different prospects/target audiences into marketing and sales strategies

Research, interpret, analyze and apply information about prospects

Establish and communicate clear directions and priorities

Organize, prioritize, manage, and track multiple detailed tasks and assignments, including those delegated, in an area with frequently changing priorities and deadlines in a fast-paced work environment

Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels to accomplish objectives