Operations Specialist - Raymond James Investment Management

Job Description Summary Execute standard banking transactions for specific units or operating/processing departments in accordance with administrative and operational processes. Process a range of specialized and non-standard transactions that usually require some research or investigation.

• Assists in maintaining multiple variations to the core operations process
• Assist with opening new accounts, processing cash deposits, and withdrawals
• Assists in the responsibility of maintaining a variety of sponsor relationships
• Identifies and notifies traders of events that affect trading
• Contacts internal and external customers to assist in resolving trading problems as directed
• Establishes, updates, and maintains records on data management systems, as required
• Operates standard office equipment and uses required software applications
• Performs other duties and responsibilities as assigned

• Office practices, procedures, and methods
• Basic concepts, practices, and procedures of securities trading
• Basic accounting principles and procedures

• Organizational and time management sufficient to prioritize workload, handle multiple tasks, and meet deadlines.
• Composing and editing correspondence and documentation
• Updating and maintaining information systems
• Maintaining data management systems
• Operating standard office equipment and using required software applications, sufficient to create documents, spreadsheets, and business correspondence

• Work under pressure on multiple tasks concurrently and meet deadlines in a fast-paced work environment with frequent interruptions and changing of priorities
• Read, interpret, analyze, and apply transaction information
• Communicate effectively, both orally and in writing with associates, and internal and external customers
• Work independently 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
• Assists in the responsibility of maintaining a variety of sponsor relationships

• High School Diploma or equivalent and two (2) year of experience in the financial services industry preferred
• OR ~
• Any equivalent combination of education, experience and/or training approved by Human Resources
• Education Bachelor's:
  Business Administration, Bachelor's:
  Finance, High School (HS):
  Finance
• Work Experience General Experience - 13 months to 3 years
• Certifications
• Travel Less than 25%
• 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.

• 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)
• 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

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.

• 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…