Job Description
This role provides critical support to Financial Advisors and clients.
Key responsibilities include:
- Servicing client interactions and inquiries.
- Processing financial transactions with accuracy.
- Maintaining client records and documentation.
The role requires strong organizational and communication skills.
Additionally, it involves:
- Assisting with marketing efforts and events.
- Preparing business and client reports.
- Engaging in training and professional development.
The ideal candidate must be detail-oriented with the ability to handle multiple tasks in a fast-paced environment.
About Raymond James
Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services.