Raymond James Financial
Dynamic Administrative Assistant Wanted
Job Description
Raymond James is seeking a motivated Administrative Assistant to support our Financial Advisor team and enhance client interactions. Your skills in administration will help drive team efficiency.
This position calls for a proactive individual with at least 2 years of administrative experience, especially in financial services. You will be responsible for managing calls, paperwork, and CRM software to ensure seamless operations. Adept organizational skills, attention to detail, and strong communication will be key to thriving in this role.
Key Responsibilities:
• Handle all incoming phone calls and communications
• Prepare different types of correspondence and professional documents
• Maintain the CRM database accurately
• Manage the WOW service client initiative
• Initiate a proactive social media campaign
Requirements:
• Minimum 2 years of relevant administrative experience
• Proficiency in MS Office and business software
• Strong problem-solving and o...
This position calls for a proactive individual with at least 2 years of administrative experience, especially in financial services. You will be responsible for managing calls, paperwork, and CRM software to ensure seamless operations. Adept organizational skills, attention to detail, and strong communication will be key to thriving in this role.
Key Responsibilities:
• Handle all incoming phone calls and communications
• Prepare different types of correspondence and professional documents
• Maintain the CRM database accurately
• Manage the WOW service client initiative
• Initiate a proactive social media campaign
Requirements:
• Minimum 2 years of relevant administrative experience
• Proficiency in MS Office and business software
• Strong problem-solving and o...