About the Company
Raymond James Financial, Inc. is a diversified financial services holding company with subsidiaries engaged in investment and financial planning, wealth management, investment banking, and asset management. Founded in 1962, our client-first approach has made us a leader in the industry, committed to empowering individuals and institutions to achieve their financial goals through comprehensive services and personalized advice. We foster a culture of integrity, collaboration, and continuous growth.
Job Description
Are you passionate about finance and eager to contribute to a dynamic team? Raymond James is seeking a dedicated Financial Aide to support our advisors and clients in Wesley Chapel, Florida. This role offers a flexible working model, blending on-site collaboration with remote work opportunities, designed to promote work-life balance while maintaining high service standards. As a Financial Aide, you will play a crucial role in the efficient operation of our office, assisting with client service, administrative tasks, and ensuring our advisors have the support they need to provide exceptional financial guidance. This is an excellent opportunity for an individual with foundational experience in financial services looking to grow their career within a reputable firm.
Key Responsibilities
- Assist financial advisors with client meeting preparation, including gathering necessary documents and reports.
- Process and track client paperwork, ensuring accuracy and compliance with regulatory standards.
- Manage client communication, including scheduling appointments, answering inquiries, and directing complex issues to appropriate personnel.
- Maintain client relationship management (CRM) systems with up-to-date information.
- Prepare and generate various financial reports and presentations.
- Coordinate and execute administrative tasks to support office operations, such as managing correspondence, filing, and supply ordering.
- Help onboard new clients by guiding them through initial processes and documentation.
- Support marketing efforts by assisting with event coordination and material preparation.
- Ensure strict adherence to company policies, industry regulations, and ethical standards.
Required Skills
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
- Excellent organizational and time management skills.
- Strong written and verbal communication abilities.
- High level of attention to detail and accuracy.
- Ability to work independently and as part of a team.
- Proven ability to handle confidential information with discretion.
- Basic understanding of financial concepts and terminology.
Preferred Qualifications
- Bachelor's degree in Finance, Business Administration, Economics, or a related field.
- FINRA Series 7 and/or Series 66 licenses (or willingness to obtain within a specified timeframe).
- Experience with CRM software (e.g., Salesforce).
- Prior experience in a financial services or administrative support role.
- Familiarity with financial planning software.
Perks & Benefits
- Competitive salary and performance-based bonuses.
- Comprehensive health, dental, and vision insurance.
- 401(k) plan with company matching contributions.
- Paid time off and holidays.
- Tuition reimbursement and professional development opportunities.
- Employee assistance program.
- Flexible working model to support work-life balance.
- Access to cutting-edge financial technology and resources.
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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