Fixed Income Operations Advisor

Raymond James • St. Petersburg, FL

2d • Onsite

About The Position

Assists in the management financial transactions, prepare performance reports, handle complex finance administration projects, and reconcile accounts. Responsibilities Provide operational support by performing a range of routine activities using existing systems and protocols. Produce, update, and provide best practice support on a wide range of Microsoft documents, databases, and other departmental systems. Organize and prepare complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for special reports. Find the most effective ways to respond to routine functional inquiries. Involves following procedures and precedents. Act as first-line supervisor of a team providing client service support, and play a key role in helping to achieve targets in areas such as productivity or turnaround times. Deal with most complex and valuable issues. Skills Understand and effectively use standard office equipment and standard software packages to support business processes. Connect with clients to strengthen the relationship, meeting personal needs through positive client experiences. Navigate conversations in which the client is frustrated or unhappy with the organization. Orient the organization around delivering to the key needs of clients. 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. 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. Thanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch. Join our Talent Network to stay up to date on career opportunities that may be a good fit for you. Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive. As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow. Our people-first culture is outlined in our Culture Blueprint. Check it out to see why many choose to work at Raymond James – and why they stay.

Requirements

• Understand and effectively use standard office equipment and standard software packages to support business processes.
• Connect with clients to strengthen the relationship, meeting personal needs through positive client experiences.
• Navigate conversations in which the client is frustrated or unhappy with the organization.
• Orient the organization around delivering to the key needs of clients.
• Bachelor’s: Accounting (Required)
• Bachelor’s: Business Administration (Required)
• Bachelor’s: Finance (Required)
• General Experience - 7 to 12 months

Responsibilities

• Provide operational support by performing a range of routine activities using existing systems and protocols.
• Produce, update, and provide best practice support on a wide range of Microsoft documents, databases, and other departmental systems.
• Organize and prepare complex documents using a variety of applications for technology devices, such as standard office software.
• Gather and summarizing data for special reports.
• Find the most effective ways to respond to routine functional inquiries.
• Act as first-line supervisor of a team providing client service support, and play a key role in helping to achieve targets in areas such as productivity or turnaround times.
• Deal with most complex and valuable issues.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level