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Full-time
high school, bachelor degree
Medical Insurance, Dental Insurance, Vision Insurance, Life Insurance, Critical Illness Insurance, Accident Insurance
Posted 16h ago
~40 hrs/week
Responsibilities
Provide comprehensive administrative and operational support to senior executives, including managing complex calendars and coordinating domestic and international travel. Act as a primary point of contact for stakeholders while managing business operations, meeting logistics, and confidential documentation.
Requirements
Requires a high school diploma and at least 5 years of executive-level administrative experience, preferably within the financial services industry. Must possess advanced proficiency in Microsoft Office Suite and demonstrate exceptional organizational and communication skills.
Full job description
Job Description Summary
Perform a variety of administrative tasks aimed to optimize the time and performance of a manager or employees of a department; higher level roles will work for higher level managers or departments. Tasks may involve acting as a first point of contact, dealing with correspondence and phone calls, managing diaries, organizing meetings and appointments, preparing documents or reports, and controlling access to the manager or the department. May involve dealing with confidential information. Alternative name: Secretary, Administrative Assistant.
Job Description
Raymond James is seeking a highly organized, proactive, and professional Executive Assistant to provide comprehensive administrative and operational support to senior executives. This role serves as a trusted business partner, managing complex schedules, coordinating communications, facilitating key business activities, and ensuring the efficient execution of executive priorities. The ideal candidate demonstrates exceptional discretion, strong organizational skills, sound judgment, and the ability to manage multiple competing priorities in a fast-paced financial services environment. The candidate should demonstrate the ability to think strategically while executing tactically. This position will require onsite work at our St. Petersburg, FL office at least 4 days per week, in alignment with the supported executive's schedule.
Responsibilities:
Executive Support
Manage complex calendars, appointments, and meetings for senior executives.
Coordinate domestic and international travel arrangements, including itineraries, accommodations, and expense reporting.
Prepare and organize meeting materials, agendas, presentations, reports, and correspondence. Review PowerPoint material suggesting edits and improving presentation.
Screen calls, emails, and requests, prioritizing communications based on business urgency and executive preferences.
Anticipate executive needs and proactively resolve scheduling or operational conflicts.
Drive cross-functional initiatives on behalf of executive leadership.
Meeting and Event Coordination
Schedule and coordinate leadership meetings, client meetings, town halls, and special events.
Prepare meeting agendas, take notes, track action items, and ensure timely follow-up.
Coordinate logistics for executive off-sites, leadership retreats, and business functions.
Partner with internal stakeholders to ensure successful execution of meetings and events.
Business Operations Support
Manage expense reports, invoices, procurement requests, and administrative budgets.
Maintain confidential records, files, and documentation in accordance with company policies.
Assist with special projects, business initiatives, and organizational priorities.
Develop and improve administrative processes to increase efficiency and effectiveness.
Coordinate with Facilities, IT, and other support teams to quickly resolve office, equipment, and technology issues.
Ensure the executive office and floor are fully operational, including maintaining office supplies, refreshments, and overall executive hospitality.
Stakeholder Management
Serve as a key point of contact for internal and external stakeholders, including senior leaders, clients, and vendors.
Build strong cross-functional relationships across departments.
Represent the executive office with professionalism, discretion, and exceptional customer service.
Confidentiality and Compliance
Handle highly sensitive and confidential information with the utmost integrity and discretion.
Ensure compliance with Raymond James policies, regulatory requirements, and corporate governance standards.
Qualifications
High School Diploma (required) or Bachelor's degree or equivalent combination of education and experience.
5+ years of executive-level administrative support experience, preferably in financial services, banking, or a corporate environment.
Advanced proficiency in Microsoft Office Suite, including Outlook, Word, Excel, PowerPoint, and Teams.
Strong calendar management and travel coordination experience.
Excellent verbal and written communication skills.
Exceptional organizational skills with strong attention to detail.
Ability to manage multiple priorities while meeting deadlines.
Demonstrated ability to maintain confidentiality and exercise sound judgment.
Preferred
Experience supporting C-suite, Executive Vice Presidents, or senior leadership teams.
Experience using expense management and travel booking platforms.
Project coordination or business operations experience.
Knowledge of financial services industry practices and terminology.
Education
High School (HS) (Required)
Work Experience
General Experience - 7 to 12 months
Certifications
Travel
Less than 25%
Workstyle
Resident
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
Personal InvestingCapital Marketsand BankingWealth ManagementMortgageFinanceImpact InvestingLegalAdviceConsulting
How many Finance & Accounting jobs are open in Saint Petersburg, FL right now?
There are currently 156 open finance & accounting positions in Saint Petersburg, FL listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Finance & Accounting roles in Saint Petersburg, FL?
Companies currently hiring include Raymond James, Truist, Webull Financial, Power Design, Higginbotham, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Finance & Accounting jobs in Saint Petersburg, FL?
Yes — 77 of the 156 open finance & accounting positions offer remote or hybrid work (3 remote, 74 hybrid).
How do I apply for Finance & Accounting jobs in Saint Petersburg, FL?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.