Operations Support Specialist, Finance & Banking

Job Summary

The Operations Support Specialist will play a crucial role in ensuring the smooth and efficient operation of business processes for the RIA & Custody Services (RCS) division within Raymond James. Under limited supervision, uses specialized knowledge and skills obtained through experience and/or training to assist with a variety of operational procedures, troubleshooting issues, and implementing solutions to enhance productivity and workflow.

Support will be offered through a variety of operational processes focused on billing and data entry.

• Assist in the coordination and execution of daily operational tasks focused on billing and data entry.
• Provide support to various departments, including RCS Service, RCS Finance, and RCS Client Engagement.
• Troubleshoot and resolve operational issues promptly.
• Maintain accurate records and documentation of operational activities.
• Collaborate with team members to improve processes and workflows.
• Monitor and report on key performance indicators (KPIs) to ensure operational efficiency.
• Support the implementation of new systems and technologies as needed.
• Communicate effectively with team members and stakeholders.
• Ensure appropriate documentation and departmental tools are created and/or maintained (job procedures, job aids, forms, training material, etc.).
• Handle special projects as assigned.

• Assist in the coordination and execution of daily operational tasks focused on billing and data entry.
• Provide support to various departments, including RCS Service, RCS Finance, and RCS Client Engagement.
• Troubleshoot and resolve operational issues promptly.
• Maintain accurate records and documentation of operational activities.
• Collaborate with team members to improve processes and workflows.
• Monitor and report on key performance indicators (KPIs) to ensure operational efficiency.
• Support the implementation of new systems and technologies as needed.
• Communicate effectively with team members and stakeholders.
• Ensure appropriate documentation and departmental tools are created and/or maintained (job procedures, job aids, forms, training material, etc.).
• Handle special projects as assigned.

• Thrive in a fast-paced, result-driven culture; proactive and can work with a sense of urgency.
• Identify inaccuracies, trends, or misleading information during processing.
• Promote effective coordination between multiple work groups and functional areas.
• Strong verbal and written communication skills.
• Cultivate and maintain effective working relationships.
• Demonstrated ability to quickly grasp new concepts and processes, adapting efficiently to changing environments and tasks.
• Identify and resolve systemic and operational issues.
• Proven experience in an operations support role or similar position.
• Strong problem-solving skills and attention to detail.
• Ability to work independently and as part of a team.
• Strong organizational and time management skills.
• Ability to adapt to changing priorities and handle multiple tasks simultaneously.
• Bachelor's degree required and a minimum of 1 year of internship experience or corporate professional experience. Manager is open to recent grads.

This is the pay range that Magnit reasonably expects to pay for this position: $26.25/hour - $35.00/hour

Benefits:
Medical, Dental, Vision, 401K