Fee Based Senior Associate - Reconciliations

• Performs a variety of operational procedures within the department, which includes account reconciliations.

• Researches and provides resolution on advanced and more complex business issues.

• Serves as a back-up in cross-functional responsibilities during absences.

• Assists in special projects.

• Maintains a variety of data files and records.

• Provides training to other team members.

• Performs other duties and responsibilities as assigned.

• Intermediate principles, practices, and procedures of general office concepts and those that govern fee based operations, finance and/or securities industry operations.

• Process flows within specific assigned functional area.

• Regulations for specific assigned functional area.

• Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.

• Analyzing data to identify discrepancies.

• Mathematical abilities sufficient to process and balance daily business transactions.

• Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.

• Use appropriate interpersonal styles and communicate effectively, both orally and writing, with internal associates and external contacts at all levels.

• Effectively gather all relevant information in order to analyze, research, and resolve business issues in order to make decisions.

• High School Diploma or equivalent and a minimum of two (2) years experience in the financial services industry.

• OR ~

• Any equivalent combination of experience, education, and/or training approved by Human Resources.

• None Required

• None Required

Raymond James