About the Company
Raymond James Financial, Inc. is a leading diversified financial services company providing private client group, capital markets, asset management, and banking services to individuals, corporations, and municipalities. With a commitment to client-first principles and a strong ethical foundation, Raymond James empowers financial advisors to deliver personalized wealth management solutions. Our culture fosters professional growth and community involvement, making us a respected leader in the financial industry.
Job Description
We are seeking a highly organized and detail-oriented Financial Admin Assistant to join our wealth management team in Dade City. This role is pivotal in supporting our financial advisors and ensuring the smooth operation of client service and administrative tasks. The ideal candidate will have a strong understanding of financial processes, excellent communication skills, and a proactive approach to problem-solving. You will be instrumental in managing client documentation, processing transactions, and maintaining meticulous records, directly contributing to our clients’ financial success.
Key Responsibilities
- Provide comprehensive administrative support to financial advisors, including scheduling appointments, preparing client meeting materials, and managing correspondence.
- Process client service requests efficiently, such as account openings, transfers, distributions, and other financial transactions, ensuring compliance with all regulatory guidelines.
- Maintain accurate and up-to-date client records and databases, ensuring data integrity and confidentiality.
- Assist in the preparation of financial reports, presentations, and other client-facing documents.
- Serve as a primary point of contact for client inquiries, directing complex issues to appropriate advisors or departments.
- Coordinate and track client service activities, follow up on pending items, and ensure timely completion.
- Handle office management duties, including ordering supplies, managing incoming mail, and maintaining a professional office environment.
Required Skills
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
- Strong organizational skills and meticulous attention to detail.
- Excellent written and verbal communication skills.
- Ability to prioritize tasks, manage time effectively, and work independently.
- Demonstrated understanding of financial administrative processes and confidentiality.
- Experience with CRM software (e.g., Salesforce) or financial industry platforms.
Preferred Qualifications
- Associate's or Bachelor's degree in Finance, Business Administration, or a related field.
- Previous experience in a wealth management firm or financial services environment.
- Familiarity with FINRA and SEC regulations.
Perks & Benefits
- Comprehensive health, dental, and vision insurance plans.
- 401(k) retirement plan with company match.
- Paid time off, including holidays and vacation.
- Opportunities for professional development and continuing education.
- Employee assistance programs.
- Performance-based bonuses.
- Supportive and collaborative team environment.
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.
⚠️ Important Disclaimer
Welcome to Westford Trust. We publish job opportunities aggregated from public sources, employers, and job portals. We never charge any fees to access or use our website; all information is provided entirely for free.
Westford Trust does not directly offer or manage these positions, nor are we directly involved in the hiring process for the vacancies published on https://job.westfordtrust.com.
If you suspect a fraudulent listing or have any questions, please contact us at techturna@gmail.com.