What are the responsibilities and job description for the Private Wealth Trust Administrative Coordinator position at Raymond James Financial, Inc.?
Job Description Summary
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.Job Description
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.
Knowledge of
- Basic office practices, procedures and methods. Basic mathematical calculations.
Skills:
- 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.
- Coach others in the development of their skills.
- Execute instructions and request clarification when necessary.
- Provide courteous, timely service when addressing customer questions and concerns.
- Speak clearly and concisely.
- Convey information clearly and effectively through both formal and informal documents.
- Constructively work under stress and pressure when faced with high workloads and deadlines.
Education
High School (HS)Work Experience
General Experience - 4 to 6 months, Manager Experience - NoneCertifications
Travel
Less than 25%Workstyle
ResidentAt 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:
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.
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