Job Description

Job Description Summary

Follow established procedures to perform tasks and receive general guidance and direction to perform other work with substantial variety and varied complexity. Some judgment is required to adapt procedures, processes, and techniques to apply to more complex assignments.

Job Description

One of the largest independent financial services firms in the country could be the place you build a career beyond your expectations.

Our focus is on providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Raymond James Financial is a diversified holding company, headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management.

At Raymond James, we are putting the power of perspectives into action and building an inclusive and diverse workforce that reflects our commitment to associates, and clients of the future. Our company values associate development and growth, offering opportunities through developmental programs, mentorships, and continuing education options.

We strive to ensure everyone feels welcomed, valued, respected and heard so that you can fully contribute your unique talents for the benefit of clients, your career, our firm and our communities. Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Department Overview

Raymond James Legal is committed to providing legal advice that supports the Firm’s business objectives while adhering to our core values of Client First, Conservatism, Independence, and Integrity. The Legal department’s primary mission is to: (i) provide advice that supports business unit efforts to pro-actively manage and mitigate litigation and regulatory risk; (ii) oversee litigation and regulatory enforcement matters; and (iii) assist in the execution of business transactions.  

Job Summary

Raymond James Legal is seeking a current Paralegal Studies or Legal Assistant Studies student for a part-time Paralegal/Legal Assistant opportunity for Spring Semester 2027. Under general supervision, the Paralegal/Legal Assistant uses skills gained through training and experience to assist with projects related to a variety of general litigation, corporate governance, and regulatory reporting and support tasks.  The Paralegal/Legal Assistant follows established procedures to perform tasks and receives general guidance and direction to perform other work with substantial variety and varied complexity, with latitude for independent thinking and problem solving.  Some judgment is required to adapt procedures, processes and techniques to apply to more complex assignments and provide unique solutions. This role resolves routine questions and problems and refers new or unusual issues to a higher level. Routine contact with internal and external customers may be required to obtain, clarify, or provide facts and information.

Work Schedule: Part-time; Spring Semester; Monday through Friday, up to 25 hours per week

Duties and Responsibilities

• Specified projects and varied assignments.
• Research, compile information and assist in preparing responses to regulatory authorities.
• Draft standard legal and business communications in support of attorneys and paralegals, prepare legal documents and other correspondence both with and without attorney supervision.
• Provide legal and administrative support services in connection with Raymond James’ entity management and corporate governance processes and systems.
• Perform fact gathering and basic legal research with LexisNexis, WestLaw, and other resources.
• Coordinates with various internal partners to obtain information for research and analysis.
• Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities

Knowledge of

• Fundamental concepts, practices and procedures of a professional office environment.
• Laws, legal codes, precedents, and government regulations.
• Intermediate level concepts, practices and procedures of the paralegal profession.
• Principles of banking, finance, and securities industry operations.
• Fundamental corporate governance with a regulated entity.

Skill in

• Operating standard office equipment's and using, or have the ability to learn, required software applications.
• Assembling and organizing legal documents.
• Gathering, maintaining, and organizing information and large volumes of documents.
• Preparing routine legal documents, correspondence, memos, letters, and reports.

Ability to

• Maintain professional discretion and strict privacy and confidentiality.
• Read, comprehend, and apply legal information.
• Manage multiple tasks with changing priorities to meet deadlines in a fast paced environment with frequent interruptions.
• Communicate effectively.
• Utilize established procedures, processes, and checklists.
• Work independently as well as collaboratively within a team environment.
• Provide a high level of customer service.
• Establish and maintain effective working relationships

Educational/Previous Experience Requirements

• Currently pursuing a Paralegal Studies or Legal Assistant Studies certificate, associate’s degree, or bachelor’s degree at an accredited college or university.
• Any equivalent combination of experience, education, and/or training approved by Human Resources.

Licenses/Certifications

• None required.

Location

Hybrid position – St. Petersburg office

• No travel required.

Education

High School (HS)

Work Experience

General Experience - 4 to 6 months

Workstyle

Hybrid

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

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.

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