About the Company
Raymond James Financial, Inc. is a leading independent full-service investment bank and financial services company headquartered in St. Petersburg, Florida. We provide a wide range of financial services to individuals, corporations, and municipalities, including investment banking, wealth management, asset management, and capital markets services. Our commitment to client service, integrity, and independence has made us a trusted partner in financial planning and investment.
Job Description
We are seeking a highly motivated and detail-oriented Financial Admin Assistant to join our wealth management team in Wesley Chapel, Florida. This role is critical in supporting our financial advisors, ensuring smooth daily operations, and enhancing our client service experience. The ideal candidate will have a strong administrative background, excellent organizational skills, and a keen interest in the financial services industry, particularly wealth management. You will be responsible for a variety of tasks that contribute directly to the efficiency and effectiveness of our client interactions and back-office processes.
Key Responsibilities
- Provide comprehensive administrative support to financial advisors and wealth management professionals.
- Prepare and process client-related documentation, including new account applications, transfers, and service requests.
- Schedule and confirm client meetings, manage calendars, and coordinate travel arrangements as needed.
- Maintain accurate and up-to-date client records and databases, ensuring confidentiality and compliance.
- Assist with client communications, including drafting correspondence, reports, and marketing materials.
- Handle incoming calls and emails, addressing client inquiries or directing them to the appropriate team member.
- Reconcile statements, process financial transactions, and assist with billing and expense reporting.
- Assist in the preparation of client presentations and financial plans.
- Liaise with internal departments (e.g., operations, compliance) to resolve issues and streamline processes.
- Perform general office duties such as filing, scanning, and managing office supplies.
Required Skills
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
- Exceptional organizational and time management skills.
- Strong written and verbal communication abilities.
- High level of accuracy and attention to detail.
- Ability to handle confidential information with discretion.
- Excellent interpersonal skills and a client-focused approach.
- Ability to multi-task and prioritize in a fast-paced environment.
Preferred Qualifications
- Associate's or Bachelor's degree in Business Administration, Finance, or a related field.
- Previous experience in a financial services or wealth management environment.
- Familiarity with CRM software (e.g., Salesforce) and financial planning tools.
- Basic understanding of investment products and financial terminology.
Perks & Benefits
- Comprehensive health, dental, and vision insurance.
- 401(k) retirement plan with company match.
- Paid time off and company holidays.
- Opportunities for professional development and continuing education.
- Employee assistance program.
- Life and disability insurance.
- Wellness programs and resources.
How to Apply
If you are interested in this position, please click the "Apply Now" button below. To ensure your application is properly considered, please prepare the following:
- An up-to-date Resume or CV
- A brief cover letter summarizing your experience and motivation
Applications are reviewed on a rolling basis. Only shortlisted candidates will be contacted for an interview.
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