Raymond James
Operations Support Specialist | New Advisor Transitions Dept | St. Petersburg, F
Raymond James, St. Petersburg, Florida, United States, 33739
Operations Support Specialist | New Advisor Transitions Dept | St. Petersburg, FL
This position follows our hybrid-friendly schedule, with 3 in‑office days per week, averaging 12 days per month at our St. Petersburg, FL Corporate Home Office.
Our New Advisor Transitions department seeks an experienced individual contributor with advanced expertise in administrative, support, and service functions. Recognized for delivering specialized solutions, ensuring operational efficiency, and providing high-quality support within a dynamic business environment.
Responsibilities
Produce, update, and provide best‑practice support on Microsoft documents, databases, and other departmental systems. Tasks may include purchasing materials, entering budgetary information, and recording time and expenses.
Prepare routine letters, email, minutes of meetings, and reports for approval by more senior colleagues or a senior executive.
Schedule appointments, make arrangements for meetings and conferences, and organize travel plans, following instructions to ensure more senior colleagues or a senior executive make the best use of their time.
Schedule Advisor Home Office Visits and complete various onboarding support tasks.
Order and distribute office and kitchen supplies for our floor.
Skills
Plan, organize, prioritize and oversee activities to efficiently meet objectives.
Understand and effectively use standard office equipment and standard software packages to support business processes.
Acquire, organize, protect and process data in order to fulfill business objectives.
Select and deploy the appropriate office system and use it to optimum effect.
Education High School (HS)
Work Experience General Experience – 7 to 12 months
Certifications None specified.
Travel Less than 25%
Workstyle Hybrid
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client‑first, integrity, independence and a conservative, long‑term view.
We Expect Our Associates At All Levels To
Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm
At Raymond James – as part of our people‑first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Information Technology
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Our New Advisor Transitions department seeks an experienced individual contributor with advanced expertise in administrative, support, and service functions. Recognized for delivering specialized solutions, ensuring operational efficiency, and providing high-quality support within a dynamic business environment.
Responsibilities
Produce, update, and provide best‑practice support on Microsoft documents, databases, and other departmental systems. Tasks may include purchasing materials, entering budgetary information, and recording time and expenses.
Prepare routine letters, email, minutes of meetings, and reports for approval by more senior colleagues or a senior executive.
Schedule appointments, make arrangements for meetings and conferences, and organize travel plans, following instructions to ensure more senior colleagues or a senior executive make the best use of their time.
Schedule Advisor Home Office Visits and complete various onboarding support tasks.
Order and distribute office and kitchen supplies for our floor.
Skills
Plan, organize, prioritize and oversee activities to efficiently meet objectives.
Understand and effectively use standard office equipment and standard software packages to support business processes.
Acquire, organize, protect and process data in order to fulfill business objectives.
Select and deploy the appropriate office system and use it to optimum effect.
Education High School (HS)
Work Experience General Experience – 7 to 12 months
Certifications None specified.
Travel Less than 25%
Workstyle Hybrid
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client‑first, integrity, independence and a conservative, long‑term view.
We Expect Our Associates At All Levels To
Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm
At Raymond James – as part of our people‑first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Information Technology
#J-18808-Ljbffr