Administrative Assistant-South Bend, IN
Company: Raymond James Financial
Location: South Bend
Posted on: May 17, 2023
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Job Description:
Administrative Assistant-South Bend, IN-2204483
Description
Job Summary
Under direct supervision, uses intermediate skills obtained through
experience and training to assist Financial Advisors and provide
clients with quality service. Follows established procedures to
perform routine tasks and receives general guidance and direction
to perform a variety of non-routine tasks with limited decision
making responsibility. Routine contact with internal and external
customers is required to obtain, clarify or provide facts and
information.
Essential Duties and Responsibilities
--- Interacts daily on the phone and in person with prospective and
existing clients including handling basic inquiries.
--- Researches client and security information through the back
office system.
--- Processes and follows up on client documentation for proper
maintenance of accounts.
--- Prepares letters, forms, and spreadsheets to assist with
servicing existing clients and prospecting for new clients.
--- Creates and maintains records and files.
--- Ensures required client paperwork is current with firm and
industry requirements, rules and regulations.
--- Maintains databases and creates reports using portfolio
software programs.
--- Assists Financial Advisors with marketing efforts including
seminars, etc.
--- May enter orders at the direction of the Financial Advisor.
--- Receives and processes securities.
--- Receives cross-training and assists with other operational
functions as required.
--- Performs other duties and responsibilities as assigned.
Qualifications
Knowledge, Skills, and Abilities
Knowledge of
--- Company's working structure, policies, mission, and
strategies.
--- General office practices, procedures, and methods.
--- Investment concepts, practices and procedures used in the
securities industry.
--- Financial markets and products.
Ability to
--- Operate standard office equipment and using required software
applications to produce correspondence, reports, electronic
communication, spreadsheets, and databases.
--- Analyze and research account information.
--- Organize, manage, and track multiple detailed tasks and
assignments with frequently changing priorities and deadlines in a
fast-paced work environment.
--- Handle stressful situations and provide a high level of
customer service in a calm and professional manner.
--- Use mathematics sufficient to process account and transaction
information.
--- Use appropriate interpersonal styles and communicate
effectively, both orally and in writing, with all organizational
levels.
--- Work independently.
--- Provide a high level of customer service.
Educational/Previous Experience Requirements
Education/Previous Experience
--- High School Diploma or equivalent and one (1) or more year's
securities industry or related work experience preferred.
--- OR -
--- An equivalent combination of experience, education, and/or
training as approved by Human Resources.
Licenses/Certifications
--- None required
Raymond James Guiding Behaviors
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 - we honor, value, respect the uniqueness,
experiences, and backgrounds of all of our Associates. When
associates bring their best authentic self, our organization,
clients and communities thrive, it is part of our part of our
people-first culture. The Company is an equal opportunity employer
and makes all employment decisions on the basis of merit and
business needs.
Job Administrative & Support Services
Primary Location US-IN-South Bend-South Bend
Organization Northern
Schedule Full-time
Shift Day Job
Travel No
Eligible for Discretionary Bonus Yes
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Keywords: Raymond James Financial, South Bend , Administrative Assistant-South Bend, IN, Administration, Clerical , South Bend, Indiana
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