R-0011023
Job Description Summary Hybrid position that blends advanced administrative support and records research supporting functions 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. Under administrative direction, uses knowledge and skills obtained through education and experience to process requests for records stored digitally on internal servers. Maintains the records and archival storage libraries, along with other various administrative library duties.
Job Description
Essential Duties and 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.
•Coordinate and perform a range of staff and/or operational support activities for a manager or group of managers in an assigned functional area
•Provide administrative support including answering telephones, assisting visitors, and resolving and/or referring a range of administrative problems and inquiries.
• 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.
• Schedule and coordinate meetings, events, appointments and/or other similar activities.
• Assists in preparing, reviewing, or auditing reports.
• Assists with more complex research and investigation. May prepare analyses of information.
• Gather, organize, summarize, index, and maintain documents from various sources.
• Sort, screen, review and distribute incoming and outgoing mail and prepares timely responses to a variety of routine written inquiries.
•Upon request from the users, processes and/or retrieves hard copy records in conjunction with the archival storage vendor.
• Establishing and maintaining files, databases, and other records.
• Sorting, screening and distributing mail and voicemail
• Operates standard office equipment and uses required software applications.
• May assist in orienting and training new or lower level employees.
• Performs other duties and responsibilities as assigned.
Knowledge of:
• Basic office practices, procedures and methods.
- Intermediate level concepts, principles and practices of providing administrative support.
- Basic mathematical calculations.
Skill in:
• Organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines.
• Operating standard office equipment using required software applications to produce correspondence, electronic communication and maintain spreadsheets and databases.
•Using required software applications, including but not limited to Windows, Microsoft Word, Microsoft SharePoint and other document management databases.
Ability to:
• Build solid, effective working relationships with others.
• Communicating with diverse audiences both verbally and in writing.
• 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.
•Demonstrate critical thinking, strong analytical ability, and judgment when solving problems in a calm and professional manner.
• Convey information clearly and effectively through both formal and informal documents.
• Constructively work under stress and pressure when faced with high workloads and deadlines.
Educational/Previous Experience Requirements
• High school diploma or equivalent and (2) two – (5) five years office or customer service experience.
• OR ~
• An equivalent combination of education, experience and/or training.
Travel Required
Travel Required: No
EducationHigh School (HS)
Work Experience
Certifications
Travel
WorkstyleHybrid
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
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.
About Raymond James
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, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF.