About the Company
Raymond James is a leading independent financial services firm, committed to providing financial advice and services to individuals, corporations, and municipalities across the globe. With a culture rooted in independence and a client-first approach, we empower our associates to build lasting relationships and deliver exceptional service. Join our team in New Port Richey and contribute to our mission of putting clients first.
Job Description
We are seeking a diligent and detail-oriented Administrative Processing Clerk to join our operations team in New Port Richey. This role is crucial for managing high volumes of data entry, processing financial documents, and ensuring accuracy across various administrative functions. The ideal candidate will possess strong organizational skills, a keen eye for detail, and the ability to thrive in a fast-paced, production-driven environment. You will be responsible for a wide range of administrative tasks that support our financial advisors and clients, requiring strict adherence to compliance standards and internal procedures.
Key Responsibilities
- Process and verify high volumes of financial documents and data with exceptional accuracy.
- Perform data entry, scanning, and indexing of various paperwork into internal systems.
- Review documents for completeness, accuracy, and compliance with regulatory requirements.
- Maintain organized physical and digital records.
- Communicate effectively with internal departments to resolve discrepancies or gather missing information.
- Adhere to strict deadlines and service level agreements (SLAs) for processing tasks.
- Assist with other administrative duties as assigned by management.
Required Skills
- Proven ability to handle high-volume data entry and administrative tasks.
- Exceptional attention to detail and accuracy.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
- Strong organizational and time management skills.
- Ability to work independently and as part of a team in a fast-paced environment.
- High school diploma or equivalent.
Preferred Qualifications
- Associate's degree in Business Administration or a related field.
- 1+ years of experience in an administrative or data processing role, preferably within the financial services industry.
- Familiarity with financial terminology and regulations.
- Experience with document management systems (DMS).
Perks & Benefits
- Comprehensive health, dental, and vision insurance.
- 401(k) retirement plan with company match.
- Paid time off and company holidays.
- Employee assistance program.
- Professional development and growth opportunities.
- Employee wellness programs.
How to Apply
If you are interested in this position, please click the "Apply Now" button below. To ensure your application is properly considered, please prepare the following:
- An up-to-date Resume or CV
- A brief cover letter summarizing your experience and motivation
Applications are reviewed on a rolling basis. Only shortlisted candidates will be contacted for an interview.
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