More jobs:
Fee Senior Associate - Reconciliation
Job in
Memphis, Shelby County, Tennessee, 37544, USA
Listed on 2026-01-13
Listing for:
BBF Wealth
Full Time, Part Time
position Listed on 2026-01-13
Job specializations:
-
Finance & Banking
Financial Analyst, Accounting & Finance
Job Description & How to Apply Below
Memphis, Tennessee - United Statestime type:
Full time posted on:
Posted 23 Days Agojob requisition :
R-0008565
** Job Description Summary
**** Job Description
*** This position will follow our hybrid work model; we expect the selected candidate to work 2-3 days a week at our corporate offices in Memphis.
* Under general supervision, provides support and assistance to complete assigned job responsibilities and projects consistent with department policy guidelines and procedures. Projects and duties may vary based on department needs and priorities with a focus on reconciliation.
Asset Management Services (a division of Raymond James & Associates) offers comprehensive asset management services and products for Raymond James financial advisors.
** Responsibilities:
*** Performs various operational procedures within the department, including account reconciliations.
* Researches and provides resolution on advanced and more complex business issues.
* Serves as a backup for cross-functional responsibilities during absences.
* Assists in special projects.
* Maintains a variety of data files and records.
* Provides training to other team members.
* Performs other duties and responsibilities as assigned.
*
* Skills:
*** Intermediate principles, practices, and procedures of general office concepts and those that govern fee-based operations, finance, and/or securities industry operations.
* Process flows within a specific assigned functional area.
* Regulations for specific assigned functional areas.
* Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
* Analyzing data to identify discrepancies.
* Mathematical abilities sufficient to process and balance daily business transactions.
* Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
* Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with internal associates and external contacts at all levels.
* Effectively gather all relevant information in order to analyze, research, and resolve business issues in order to make decisions.
** Education
* * Bachelor’s:
Accounting, Bachelor’s:
Finance, High School (HS) (Required)
** Work Experience
** General Experience - 4 to 6 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.locations:
2 Locations time type:
Full time posted on:
Posted 11 Days Ago Thanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch.to stay up to date on career opportunities that may be a good fit for you.
Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive.
As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow.
Our people-first culture is outlined in our . Check it out to see why many choose to work at Raymond James – and why they stay.
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Position Requirements
10+ Years
work experience
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