Job Description

Utilizes specialized expertise gained through experience and/or training to support the management of assigned tasks, ensuring operational efficiency and productivity improvements through collaboration with the team. Aiding in performing comprehensive quality assurance evaluations of associate output, including the identification and correction of inaccuracies. Establishes clear instructions, procedures, and guidelines in alignment with department policies and control standards. Maintains a strong understanding of bank product reconciliation. Engages with internal and external customers to identify, research, and resolve account maintenance issues. Contributes to projects related to operational initiatives, working closely other departments, and external partners.

Essential Duties and Responsibilities:

· Risk Analysis & Issue Resolution

• Assess risks, proactively addressing discrepancies.
• Investigate error activity, and implement corrective actions.
• Resolve systemic and operational issues.

· Bank Product Reconciliation

• Reconcile reporting and balancing of various bank products.

· Efficiency & Productivity Improvements

• Propose and implement initiatives to enhance workflow efficiency.
• Assist with special projects to drive operational improvements.

· Documentation & Reporting

• Develop new procedures and update existing policies.

· General Administrative Tasks

• Utilize standard office equipment and required software applications.
• Perform additional responsibilities as assigned.

Knowledge of:

· Functional Area Operations & Systems

• Understanding of operational processes and systems within the assigned functional area.
• Knowledge of tools, techniques, and procedures for effective task completion.

· Banking & Investment Concepts

• Experience with checking accounts, money markets, and certificates of deposit.
• Awareness of basic investment practices and securities industry operations.
• Principles of banking, finance, and financial markets relevant to the role.

Ability to:

· Quality & Compliance Adherence

• Follow mandatory procedures to ensure adherence to quality standards, regulatory codes, and internal policies.

· Attention to Detail & Big-Picture Thinking

• Maintain accuracy while keeping a broad perspective on overall objectives.

· Data Analysis & Interpretation

• Independently analyze, and assess data using preset tools, methods, and formats.

· Project & Task Management

• Organize, manage, and track multiple assignments with shifting priorities in a dynamic work environment.

· Communication & Collaboration

• Communicate effectively in both oral and written formats.
• Work independently while also contributing in a team setting.

· Relationship Management

• Establish and maintain effective working relationships across all levels of the organization.

Skills in:

Technical & Analytical Skills

• Risk Assessment – Ability to identify discrepancies and assess risk factors effectively.
• Bank Product Reconciliation – Proficiency in balancing and reconciling financial transactions.
• Data Analysis – Strong capability to analyze data using preset tools and methods.
• Auditing & Compliance Knowledge – Familiarity with regulatory procedures and internal audit controls.

Organizational & Problem-Solving Skills

• Detail-Oriented Thinking – Ability to focus on specifics while maintaining a broad perspective.
• Multitasking & Prioritization – Skill in managing multiple assignments with shifting priorities.
• Process Improvement – Initiative in identifying efficiency and productivity enhancements.

Technology & Software Proficiency

• Banking Systems & Functional Tools – Familiarity with financial systems relevant to banking operations, and willingness to adapt to new systems.
• Standard Office Software – Competence in using essential software applications like Excel, Word, and financial tools.

Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance

General Experience - 7 to 12 months

Travel

Less than 25%

Workstyle

Resident

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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