New Accounts Associate - Raymond James Charitable

Job Description Summary

Job Description

Essential Duties and Responsibilities:

• Process charitable giving transactions, including new account establishment, contributions and incoming assets, charity vetting and due diligence reviews, grant approvals and distributions, and ongoing account maintenance.
• Review transactions and account documentation for completeness, accuracy, and compliance with policies and procedures.
  Conduct research and resolve routine processing exceptions, escalating more complex issues as needed.
• Enter, update, and verify information within company systems to ensure data integrity and accurate recordkeeping.
• Communicate professionally with internal associates, financial advisors, charitable organizations, and donors via email and telephone.
• Respond to inquiries and provide exceptional service while adhering to service level agreements and quality standards.
• Support department projects, process improvement initiatives, and other assignments as directed by management.
• Maintain a high level of attention to detail while consistently meeting productivity, quality, and timeliness expectations.
• Follow all applicable regulatory requirements, operational procedures, and internal policies.

Knowledge, Skills, and Abilities:

• Strong attention to detail and commitment to accuracy.
  Excellent organizational and time management skills.
• Ability to manage multiple tasks and priorities in a fast-paced environment.
• Strong written and verbal communication skills.
• Customer service mindset with a professional and positive approach.
• Ability to research, analyze, and resolve routine issues independently.
• Proficiency with Microsoft Office applications and business systems.

Education

Work Experience

Certifications

Travel

Workstyle

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.  Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

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. 

We expect our associates at all levels to:
•  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 Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.