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Raymond James · 18 hours ago

Executive Assistant, Raymond James Investment Management

St. Petersburg, FL

Full-time

Hybrid

Senior Level, Lead/Staff

9+ years exp

Raymond James is an investment management firm seeking an Executive Assistant to support the President and senior leadership team. The role involves performing various administrative tasks to optimize the executives' time and performance, including managing correspondence, scheduling meetings, and handling confidential information.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management

Growth Opportunities

Responsibilities

Ensures strict confidentiality in all matters

Serves as a liaison with other functional areas and external parties in the resolution of routine administrative and operational issues

Maintains highest level of professionalism as a representative of the President and the firm when engaging with other executives, divisions, associates, clients, and partners

Provides comprehensive executive support including managing calls, visitors, and inquiries

Composes and edits correspondence and/or memoranda from dictation, verbal direction or from knowledge of established policies

May prepare, transcribe, compose, type, edit and distribute agendas and minutes of meetings

Schedules and coordinates meetings, events, interviews, appointments and/or other similar activities, including coordinating travel and lodging arrangements

Prepares or assists in preparing management reports

Establishes, maintains and updates files, databases, records and other documents

Composes and prepares timely responses to a variety of routine written inquiries

Accessible to provide support to the executive outside normal business hours when necessary

Performs other duties and responsibilities as assigned

Qualification

Advanced administrative skillsMicrosoft Office proficiencyOrganizational skillsWritten communicationVerbal communicationCustomer serviceStress managementJudgmentDiscretionInvestment knowledgeTeam collaborationRelationship buildingMotivational skills

Required

Advanced administrative and organizational skills

Utilizes sound judgment and discretion

Proficiency in Microsoft Office applications (Outlook, Word, Excel, and PowerPoint)

Motivate and persuade others to achieve desired outcomes without organizational authority

Ability to organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment

Strong written and verbal communication

Ability to work independently as well as collaboratively within a team environment

Handle stressful situations and provide a high level of customer service in a calm and professional manner

Establish and maintain effective working relationships at all levels of the organization

High School diploma and (9) nine plus years' experience in providing secretarial and administrative support to executives at a vice president/department head level

An equivalent combination of education, training or experience