Forms Administrator – Req. 1803334
Description
Job Summary:
Under general supervision, use specialized knowledge and skills obtained through experience and/or training to assist with the overall management of Forms Administration, including collaborating with the management team to identify opportunities for operational efficiency, productivity improvements and assisting with special projects. The associate must employ balance of creativity, service principles and attention to detail while adhering to specified design standards in working with departments to meet their forms design and administration needs. Provide support and assistance on projects and complex job functions within the department. Associate will be responsible for assisting department training including the maintenance of department training tools and curriculum.
Essential Duties and Responsibilities:
• Monitors workflows to ensure assignments are completed in an accurate and timely manner.
• Provide support and direction to incoming callers regarding operational requirements, processes, policies and time frames.
• Identifies and recommends efficiently and/or productivity improvements to streamline document workflow while minimizing business risk.
• Facilitate training of associates and provide education to branch associates on the use of applications and system enhancements.
• Extensive contact with internal customers and external contacts is required to identify, research, and resolve complex problems.
• Demonstrate department procedures and functionality to visiting branch and home-office support staff.
• Provide and/or coordinate cross-training, coaching and mentoring. Serve as a back-up in cross-functional responsibilities during absences.
• Assist in research, develop, revise and maintain department on-line training manual as needs dictates.
• Monitor and resolve issues related to regulations regarding client accounts, to identify potential problems or status of high risk accounts and situations.
• Provide input to supervisor regarding prioritization of assignments on a regular basis.
• Prepares written recaps, reports and spreadsheets for special projects and submits to management for review.
• Performs other duties, special projects and responsibilities as assigned.
Qualifications
Knowledge, Skills, and Abilities:
Knowledge of:
• Operations and systems of assigned functional area.
• Intermediate customer operations and financial industry knowledge.
• Intermediate accounting concepts and principles.
• Intermediate investment concepts, practices and procedures used in the securities industry and as required by assigned functional area.
Skill in:
• Interpersonal and communication (written and verbal) skills sufficient to interact with associates at all levels of the organization as well as financial advisors and branch personnel.
• Identifying and resolving operational issues.
• Numerical aptitude and critical thinking sufficient to solve operational problems.
• Analyzing operational processes and identifying opportunities for improvement.
• Advanced computers and software experience with creating forms and/or documents using HP Extreme Dialogue document platform as well as proficient use of Adobe PageMaker, Adobe Acrobat and Adobe LifeCycle software tools.
• Advanced proficiency in workflow management; Kofax/Service Center platforms.
Ability to:
• Lead the work of others and provide cross-training, coaching and mentoring.
• Handle stressful situations and provide a high level of customer service in a calm and professional manner.
• Partner with other functional areas to accomplish objectives.
• Attend to detail while maintaining a big picture orientation.
• Read, comprehend and apply business-related information.
• Incite enthusiasm and influence, motivate and persuade others to achieve desired outcomes without benefit of formal organizational authority.
• Interpret and apply policies and identify and recommend changes as appropriate.
• Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
• Communicate effectively, both orally and in writing.
• Work independently as well as collaboratively within a team environment.
• Serve as a role model and provide a high level of customer service
• Establish and maintain effective working relationships at all levels of the organization.
Educational/Previous Experience Requirements:
• Bachelor’s degree and two (2) years of advanced form and/or document design experience using HP Extrem software and Adobe product suite preferred.
~or~
• An equivalent combination of education, experience and/or training approved by Human Resources.
Licenses/Certifications:
• None required.
https://jobs.raymondjames.com/job/-/-/954/9468425?src=JB-10200
