Job Details

Essential Duties and Responsibilities

• Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients
• Work both independently and within a dynamic team environment to provide administrative support to the financial advisors and branch office
• Open new client accounts, process money movement, and research information as needed
• Ensure client paperwork and documentation is accurate prior to submission and processing. Follow up to ensure accurate completion
• Prepare letters, forms, and reports to assist with servicing existing clients and prospecting for new clients
• Prepare various business summary reports and client?specific reporting as needed for review by the financial advisor
• Create and maintain records and files utilizing Client Relationship Management (CRM) software
• Actively engage in available training/cross?training and educational and/or professional development opportunities to remain current on industry policies and procedures
• Perform other duties and responsibilities as assigned

Knowledge of

• Companys working structure, policies, mission, and strategies
• General office practices, procedures, and methods
• Basic investment concepts, practices and procedures used in the securities industry
• Financial markets, products and industry regulations

Skill in

• Client Relationship Management (CRM) software
• Microsoft Office
• Effective communication (in-person, virtual, phone and mail)

Ability to

• Operate standard office equipment and use 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, task?oriented work environment
• Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns
• Handle stressful situations and provide a high level of customer service in a calm and professional manner
• Analyze problems and establish solutions in a fast?paced environment
• Use mathematics sufficient to process account and transaction information
• Use appropriate interpersonal styles and communicate effectively
• Work both independently and as part of a team
• Pivot to multiple job functions in the office, as needed
• Provide a high level of customer service

Collins and Krank and its employees are independent contractors with respect to Raymond James; not employees of Raymond James. The term Raymond James includes, but is not limited to Raymond James Financial Services, Inc. (RJFS) and Raymond James Financial Services Advisors, Inc. (RJFSA) as affiliates.

Education

Bachelors (Required)

Work Experience

General Experience 13 months to 3 years

Workstyle

Resident

Seniority level

Entry level

Employment type

Full?time

Job function

Customer Service, Administrative, and Finance

Benefits

• 401(k)
• Vision insurance
• Medical insurance