Saint Petersburg, Florida, United States · Hybrid
Job Description Summary Execute standard banking transactions for specific units or operating/processing departments in accordance with administrative and operational processes. Process a range of specialized and non-sta…
Skills: Banking Transactions, Regulatory Compliance, Microsoft Office, Database Management, Operational Planning
Altoona, Pennsylvania, United States · On-site
Job Description Summary At Irwin Financial Incorporated, we take a sophisticated and client-focused approach to everything we do. As our team expands, we are seeking a Client Relationship Manager who shares our vision an…
Skills: Client Relationship Management, Financial Planning, Investment Strategy, CRM Software, Microsoft Office Suite
Saint Petersburg, Florida, United States · Hybrid
Job Description Summary Note: This position will follow our hybrid work model, we expect the selected candidate to be in office 50% of the total number of business days in a given month in the St. Petersburg, FL Corporat…
Skills: SQL Scripting, Business Requirements Documentation, RDBMS Queries, Data Analysis, SSRS
Saint Petersburg, Florida, United States · Hybrid
Job Description Summary This position is for the Enhanced Due Diligence Team with a primary focus on conducting in-depth reviews of higher-risk customers to identify potential money laundering, terrorist financing, sanct…
Skills: Enhanced Due Diligence, AML Regulatory Compliance, Financial Crime Investigation, Risk Assessment, Source of Wealth Verification
Saint Petersburg, Florida, United States · Hybrid
Job Description Summary Job Description This home-office Executive & Stock Plan Solutions analyst performs many of the equivalent functions as a traditional retail branch advisor with the concession of advice and is in c…
Skills: Securities Trading, Rule 10b5-1 Plans, Client Account Maintenance, Regulatory Compliance, FactSet
Saint Petersburg, Florida, United States · Hybrid
Job Description Summary Performs professional accounting work including compilation, consolidation and analysis of financial data. Requires an understanding of accounting fundamentals and principles and bookkeeping exper…
Skills: Financial Analysis, Bookkeeping, Journal Entries, Fixed Asset Accounting, Inventory Accounting
Saint Petersburg, Florida, United States · Hybrid
Job Description Summary The Principal Data Architect is a senior enterprise architecture and strategy leader within the Enterprise Data & Analytics Architecture team. This role defines and advances the enterprise data ar…
Skills: Data Architecture, Data Modeling, AWS Redshift, Apache Iceberg, Oracle Exadata
Saint Petersburg, Florida, United States · Hybrid
Job Description Summary As part of our Wealth Management Technology team, the Sr. Business Analyst serves as a strategic partner to business and technology stakeholders within Global Wealth Solutions, initially supportin…
Skills: Business Analysis, Requirements Elicitation, AI/GenAI Implementation, SQL, Agile/Scrum
Louisville, Kentucky, United States · On-site
Job Description Summary Learn how to manage overall operational efficiency of the branch office. Through various training mechanisms, gain knowledge of day to day operational functions and how to ensure compliance with f…
Skills: Operational Efficiency, Compliance, Personnel Management, Customer Service, Analytical Skills
Hallandale Beach, Florida, United States · On-site
Job Description Summary Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across multiple platforms (phone, email, in-…
Skills: Client Relationship Management (CRM), Financial Trading, Excel, Goal Planning Software, Client On-boarding
Saint Petersburg, Florida, United States · Hybrid
Job Description Summary Execute standard banking transactions for specific units or operating/processing departments in accordance with administrative and operational processes. Process a range of specialized and non-sta…
Skills: Fee Management, Billing Reconciliation, Financial Analysis, Account Adjustments, Customer Service
Saint Petersburg, Florida, United States · Hybrid
Job Description Summary Monitor and analyze the organization's operational risk exposure, and contribute to the development of operational risk policies. Analyze existing processes, procedures and systems and advise on i…
Skills: Risk Management, Due Diligence, Control Evaluation, Trend Analysis, Regulatory Compliance
Paramus, New Jersey, United States · On-site
$18k–$55k/yr
Job Description Summary Branch locations serve as the foundation of our client experience, providing personalized financial advice and operational support. The team works collaboratively to ensure smooth branch operation…
Skills: Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Verbal Communication, Written Communication
Memphis, Tennessee, United States · Hybrid
Job Description Summary Job Description Hybrid Work Environment: This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration. In-office days will be 3 per week, …
Skills: Quality Assurance, Audit Practices, Operational Controls, Process Improvement, Risk Management
Saint Petersburg, Florida, United States · Hybrid
Job Description Summary Job Description The Vice President, Insurance Operations is an executive leader responsible for driving operational strategy, service excellence, and scalable infrastructure across insurance and a…
Skills: Operational Strategy, Insurance Operations, Annuity Operations, Process Innovation, Digital Enablement
Saint Petersburg, Florida, United States · Hybrid
Job Description Summary Job Description Accountable for large and comprehensive projects of high complexity and varied scope, across a large, dispersed team. Focuses on the creation of the project vision, developing plan…
Skills: Project Management, Program Coordination, Stakeholder Engagement, Risk Management, Strategic Planning
Lakewood Ranch, Florida, United States · On-site
Job Description Summary Under general supervision, uses general knowledge and skills obtained through training and experience to process money movement of client funds. General instructions and procedures are provided to…
Skills: Money Movement, Securities Transactions, Client Onboarding, Audit Preparation, Administrative Support
Saint Petersburg, Florida, United States • Hybrid
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Execute standard and specialized banking transactions while adhering to organizational policies and regulatory codes. Prepare routine documentation and provide best practice support for departmental systems and databases.
Requires a high school diploma and 7 to 12 months of general experience. Candidates must possess intermediate skills in planning, organizing, and interpreting organizational policies.
Responsibilities
• Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.
• Carry out operational tasks by following established processes. This will involve adjusting multiple settings or parameters to meet performance standards.
• Prepare routine letters, memoranda, reports, and similar documents following detailed instruction. This is likely to involve using the full range of functions within standard office software.
• Produce, update, and provide best practice support on Microsoft documents, databases, and other departmental systems. Tasks may include purchasing materials, entering budgetary information, and recording time and expenses.
Skills
• Works at an intermediate level to monitor, interpret and understand policies and procedures and ensure their alignment with organizational strategies and work objectives. Typically works with guidance.
• Works at an intermediate level to plan, organize, prioritize and oversee activities to efficiently meet objectives. Typically works with guidance.
• Works at an intermediate level to review and evaluate recommendations and requirements and to develop appropriate plans or deliver actions required. Typically works with guidance.
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
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.
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
Offices: 880 Carillon Parkway, St. Petersburg, Florida 33716, US
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
Offices: 880 Carillon Parkway, St. Petersburg, Florida 33716, US
