Raymond James Operations Support Associate
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As part of the RJLU team, you will serve as a pivotal point for financial advisors, ensuring they have the necessary support through effective training and operational excellence. Your role also involves reviewing and improving existing processes and collaborating with internal teams like Compliance and IT for smooth operations.
Key Responsibilities: • Assist in the training of financial advisors on operational tools • Work closely with multiple departments for comprehensive support • Proactively seek and implement process enhancements • Ensure thorough follow-up for all assigned tasks • Complete additional responsibilities as required
Requirements: • University degree or related experience • 5+ years in the financial services sector • Sales experience is an asset • Strong skills in Microsoft Office and adaptability • Ability to exercise discretion with sensitive information
Support the operational needs of financial advisors and clients while driving success at Raymond James.
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