Jobs

    Senior Trading Support Associate - St Petersburg, United States - Raymond James Financial Incorporated

    Raymond James Financial Incorporated
    Raymond James Financial Incorporated St Petersburg, United States

    2 weeks ago

    Default job background
    Description


    Hybrid Work Environment:
    40% in-office and up to 60% work-from-home, if desired.
    Must live within commutable distance from our home office.

    Hours: 8am-5pm ET (7:30am-4:30pm CT)


    Job Summary:


    Under limited supervision, uses intermediate knowledge and skills obtained through experience and/or training to provide support to branches, advisors and other trading groups in specific trading activities within an assigned functional area.

    Serves as a resource to advisors in resolving routine to intermediate problems and issues. Extensive contact with internal and external customers is required to identify, research, and resolve problems.


    Essential Duties and Responsibilities:


    • Manually facilitates trade order processing when required.
    • Ensures that trades are executed and confirmed in accordance with organizational policies and procedures.
    • Facilitates the price adjustment and trade correction process.
    • Ensures trades are confirmed and researches and resolves unconfirmed trades.
    • Reviews trade problem, analyzes and interprets data and determines appropriate corrective action.
    • Contacts internal and external customers to resolve trading problems.
    • Maintains currency in trading policies and procedures.
    • Provides trading support to financial advisors and responds to inquiries regarding fund suitability, products and services.
    • Establishes and maintains periodic orders.
    Resolves periodic order issues, cancels and corrects as needed.


    • Ensures trades are receiving appropriate breakpoints/sales charges.
    • Reviews, uploads and researches rejects on bulk trades for discretionary accounts, works with advisor to reprocess as needed.
    • Coordinates and processes share class conversions, works with both internal and external departments and funds companies to ensure successful conversions.
    • Ensures that all the varied and complex fund family rules and procedures are adhered to, and that the firm's regulatory obligations are met.
    • Processes various trade related reports and utilizes tools including trade related databases and 3rd party applications.
    • Researches and corrects Asset Management Services portfolio rebalance issues.
    • Provides Inbox support.
    • Performs other duties and responsibilities as assigned.
    Qualifications:


    Knowledge, Skills, and Abilities:

    Knowledge of:


    • Intermediate investment concepts, practices, procedures and industry regulations related to Mutual Fund trading activities.
    • Principles and practices of customer relations and communications.
    • Accounting principles.
    • Front-end system used in assigned functional area and its relationship with account history.
    • Excel, Word, Outlook and other applications as needed.

    Skill in:


    • Identifying financial events that affect orders.
    • Reconciling and correcting transactions.
    • Updating and maintaining information systems.
    • Handling a high volume workload, phone calls and various other requests within specified timeframes.
    • Operating standard office equipment and using required software applications, sufficient to create documents, spreadsheets, and business correspondence.

    Ability to:


    • Work under pressure on multiple tasks concurrently and meet deadlines in a fast-paced work environment with frequent interruptions and changing priorities.
    • Read, interpret, analyze and apply transaction information.
    • Analyze and solve problems.
    • Communicate effectively, both orally and in writing with associates, and internal and external customers.
    • Work independently with limited direction as well as collaboratively within a team environment.
    • Handle stressful situations and provide a high level of customer service in a calm and professional manner.
    • Interpret and apply policies and identify and recommend changes as appropriate.
    • Establish and maintain effective working relationships at all levels of the organization.
    • Perform basic/intermediate levels of research.

    Educational/Previous Experience Requirements:


    • Associate's Degree (A.A.) and/or a minimum of three (3) to five (5) years of experience in the financial services industry.
    ~or~


    • Any equivalent combination of education, experience and/or training approved by Human Resources.

    Licenses/Certifications:


    • None required.
    Raymond James Guiding Behaviors


    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 outcome
    • 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
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