Operations Support Specialist | New Advisor Transitions Dept | St. Petersburg, FL

New Advisor Transitions Administrative Support

This position follows a hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration. In office days will be three per week averaging 12 days per month in our St Petersburg, FL Corporate Home Office. Our New Advisor Transitions department is seeking an experienced individual contributor with advanced expertise in administrative, support, and service functions. Recognized for delivering specialized solutions, ensuring operational efficiency, and providing high-quality support within a dynamic business environment.

Responsibilities:

1. Produce, update, and provide best practice support on Microsoft documents, databases, and other departmental systems. Tasks may include purchasing materials, entering budgetary information, and recording time and expenses.
2. Prepare routine letters, email, minutes of meetings, and reports for approval by more senior colleagues or a senior executive.
3. Schedule appointments, make arrangements for meetings and conferences, and organize travel plans, following instructions to ensure more senior colleagues or a senior executive make the best use of their time.
4. Scheduling advisor home office visits and completion of various onboarding support tasks.
5. Ordering and distribution of office and kitchen supplies for our floor.

Skills:

• Plan, organize, prioritize and oversee activities to efficiently meet objectives.
• Understand and effectively use standard office equipment and standard software packages to support business processes.
• Acquire, organize, protect and process data in order to fulfill business objectives.
• Select and deploy the appropriate office system and to use it to optimum effect.

Education: High School (HS)

Work Experience: General Experience - 7 to 12 months

Certifications:

Travel: Less than 25%

Workstyle: Hybrid

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to:

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.