WFH Executive Liaison – High Level Admin focus

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 culture of integrity, we empower our advisors and associates to deliver exceptional service and innovative solutions. We pride ourselves on fostering a collaborative and supportive environment where talent can thrive.

Job Description

We are seeking a highly organized, proactive, and exceptionally skilled WFH Executive Liaison with a high-level administrative focus to support our senior leadership team. This is a critical remote role, demanding meticulous attention to detail, strong communication skills, and the ability to manage complex schedules and projects independently. The ideal candidate will be a self-starter who can anticipate needs, streamline processes, and maintain absolute discretion in handling confidential information. This position is 100% remote, offering flexibility while requiring a dedicated home office setup.

Key Responsibilities

• Provide comprehensive administrative support to multiple senior executives, managing complex calendars, scheduling meetings, and coordinating travel arrangements (when necessary).
• Prepare, edit, and proofread correspondence, presentations, reports, and other documents, ensuring accuracy and professional presentation.
• Act as a primary point of contact for internal and external stakeholders, handling inquiries with professionalism and discretion.
• Organize and facilitate virtual meetings, including agenda preparation, minute-taking, and follow-up on action items.
• Manage and reconcile expense reports, invoices, and other financial documentation.
• Conduct research, compile data, and prepare summaries to support executive decision-making.
• Assist with special projects and initiatives as assigned, demonstrating strong project management skills.
• Maintain a highly organized digital filing system and ensure easy retrieval of documents.
• Proactively identify administrative needs and implement solutions to improve efficiency and workflow.

Required Skills

• Proven experience (5+ years) in an executive administrative support role, preferably supporting C-suite or senior leadership.
• Exceptional organizational and time management skills with the ability to prioritize multiple tasks effectively.
• Superior written and verbal communication skills, with a keen eye for detail.
• Advanced proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) and virtual collaboration tools (e.g., Zoom, Microsoft Teams).
• High degree of professionalism, discretion, and ability to handle confidential information with integrity.
• Strong problem-solving abilities and a proactive approach to task management.
• Ability to work independently in a remote environment with minimal supervision.

Preferred Qualifications

• Bachelor's degree in Business Administration, Communications, or a related field.
• Experience working in the financial services or a highly regulated industry.
• Familiarity with project management software (e.g., Asana, Trello).
• Certification in administrative professional or executive assistant programs.

Perks & Benefits

• Comprehensive health, dental, and vision insurance plans.
• 401(k) retirement plan with company match.
• Generous paid time off and holidays.
• Flexible work-from-home environment.
• Life and disability insurance.
• Employee assistance program.
• Opportunities for professional development and career growth.

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