Description

Raymond James Overview

One of the largest independent financial services firms in the country could the place you build a career beyond your expectations.

Our focus is on providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Raymond James Financial is a diversified holding company, headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management.

At Raymond James, we are putting the power of perspectives into action and building an inclusive and diverse workforce that reflects our commitment to associates, and clients of the future. Our company values associate development and growth, offering opportunities through developmental programs, mentorships, and continuing education options.

We strive to ensure everyone feels welcomed, valued, respected and heard so that you can fully contribute your unique talents for the benefit of clients, your career, our firm and our communities. Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Department Overview

PCG Investment Central (PCG IC) is a holding company department, with nearly $6 billion in AUM across 70,000+ client-directed accounts. PCG IC serves as a unifying force within the Private Client Group organization, bringing together various departments and ensuring that all departments within PCG IC works in harmony towards the firm's strategic objectives. At the heart of our organization is our unwavering commitment to our clients. We are dedicated to understanding their unique circumstances, respecting their individual values, and building long-term, trusted relationships. Our success is measured by the success of our clients in achieving their financial goals and navigating life's financial challenges with confidence.

Seasonal Associate Job Summary

Utilizes knowledge and skills gained through experience or training to provide advanced administrative support of a function within a unit or department through clerical skills. Communicates information with internal and external customers and adapts procedures, processes, and techniques to accomplish the requirements of the position. Serves as a resource to others in the resolution of complex problems and issues.

Under general supervision, the seasonal associate uses knowledge and skills obtained through formal education and/or experience to work on specific projects within an assigned functional area. The seasonal associate follows established procedures to perform tasks and receives general guidance and direction to perform other work with substantial variety and varied complexity. Some judgment is required to adapt procedures, processes, and techniques to apply to more complex assignments. Routine contact with internal and external customers may be required to exchange basic information.

This is a temporary role.

Work Schedule: Up to 40 hours per week for a limited time, determined by department need.

Start Date: May 28, 2024

End Date: August 2, 2024

Duties and Responsibilities

• Performs duties and tasks that reflect substantial variety and complexity. Assists others in the resolution of complex problems and issues.
• Schedules, reports, and tracks information for department.
• Collects data for preparation of various reports, budgets, and variance analyses.
• Assists in preparing, reviewing, or auditing reports.
• Assists with more complex research and investigation. May prepare analyses of information.
• Works independently on assigned projects and tasks, meeting all delivery deadlines.
• Operates standard office equipment and uses required software applications.
• Performs other duties and responsibilities as assigned.

Qualifications

Knowledge, Skills, and Abilities

Knowledge of –

• Basic mathematical calculations.
• Fundamental concepts, practices, and procedures of a professional office environment.
• Basic concepts, principles, and practices of an assigned business unit.

Skill in –

• 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 work effectively as part of a virtual/hybrid team.

Ability to –

• Build solid, effective working relationships with others.
• Execute instructions and request clarification when necessary.
• Provide courteous, timely service when addressing customer questions and concerns.
• Organize and prioritize multiple tasks and meet deadlines.
• Communicate effectively, both orally and in writing.
• Work independently and collaboratively within a team environment.
• Provide a high level of customer service.
• Establish and maintain effective working relationships.

Educational/Previous Experience Requirements

• Any equivalent combination of experience, education, and/or training approved by Human Resources.

Licenses/Certifications

• None required.

Location

Hybrid position – St. Petersburg office

• No travel required.

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.

Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, the firm now has locations across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF