About the Company
Raymond James Financial is a leading independent financial services firm dedicated to empowering individuals and institutions to achieve their financial goals. With a commitment to client-first values, integrity, and independence, we foster a culture of support, professional growth, and community involvement. Our mission extends beyond financial planning to providing comprehensive support that enhances our clients’ overall well-being. Join a team where your contributions are valued, and your career can flourish.
Job Description
Are you a highly organized, detail-oriented individual with a passion for helping others succeed? Raymond James Financial is seeking a motivated Lifestyle Management Assistant to join our dynamic team in Wesley Chapel, FL. This entry-level position is perfect for someone eager to blend administrative expertise with a client-focused approach, offering support that extends to the broader lifestyle needs of our valued clientele. You’ll gain invaluable experience in a professional environment, working closely with advisors and clients to ensure seamless operations and personalized service. This role is an excellent stepping stone for a career in client services, administration, or personal development.
Key Responsibilities
- Provide comprehensive administrative support to advisors and clients, including scheduling appointments, managing correspondence, and organizing documents.
- Act as a primary point of contact for client inquiries, directing requests to the appropriate personnel and following up to ensure resolution.
- Assist in researching and coordinating resources for client-specific lifestyle requests, such as travel arrangements, event planning, or personal services.
- Maintain accurate and confidential client records and databases, ensuring all information is up-to-date and accessible.
- Prepare reports, presentations, and other materials as needed for client meetings or internal purposes.
- Collaborate with team members to streamline processes and enhance the overall client experience.
- Uphold the highest standards of professionalism, confidentiality, and client service at all times.
Required Skills
- Exceptional organizational and time management skills with a keen eye for detail.
- Strong verbal and written communication abilities, capable of interacting professionally with diverse individuals.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
- Demonstrated ability to multitask, prioritize, and manage deadlines effectively.
- Proactive and resourceful approach to problem-solving.
- High level of integrity and discretion when handling sensitive information.
- Positive attitude and a strong desire to learn and grow within the financial services industry.
Preferred Qualifications
- Associate's degree or some college coursework in Business Administration, Communications, or a related field.
- Previous experience in a customer service, administrative, or office support role (even part-time or volunteer).
- Familiarity with CRM software or client management systems.
- Interest in personal development, wellness, or concierge services.
- Ability to adapt quickly to new technologies and processes.
Perks & Benefits
- Comprehensive health, dental, and vision insurance plans.
- Paid time off (vacation, sick leave, holidays).
- 401(k) retirement plan with company matching contributions.
- Opportunities for professional development and continuing education.
- Employee assistance program and wellness initiatives.
- Supportive and collaborative work environment.
- Opportunities for career advancement within a leading financial services firm.
How to Apply
If you are interested in this position, please click the "Apply Now" button below. To ensure your application is properly considered, please prepare the following:
- An up-to-date Resume or CV
- A brief cover letter summarizing your experience and motivation
Applications are reviewed on a rolling basis. Only shortlisted candidates will be contacted for an interview.
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