Fixed Income Operations Advisor

Job Description Summary

Assists in the management financial transactions, prepare performance reports, handle complex finance administration projects, and reconcile accounts.

Job Description

Responsibilities

• Provide operational support by performing a range of routine activities using existing systems and protocols.
• Produce, update, and provide best practice support on a wide range of Microsoft documents, databases, and other departmental systems.
• Organize and prepare complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for special reports.
• Find the most effective ways to respond to routine functional inquiries. Involves following procedures and precedents.
• Act as first-line supervisor of a team providing client service support, and play a key role in helping to achieve targets in areas such as productivity or turnaround times. Deal with most complex and valuable issues.

Skills

• Understand and effectively use standard office equipment and standard software packages to support business processes.
• Connect with clients to strengthen the relationship, meeting personal needs through positive client experiences.
• Navigate conversations in which the client is frustrated or unhappy with the organization.
• Orient the organization around delivering to the key needs of clients.

Education

Bachelor’s: Accounting (Required), Bachelor’s: Business Administration (Required), Bachelor’s: Finance (Required)

Work Experience

General Experience - 7 to 12 months

Certifications

Travel

Less than 25%

Workstyle

Resident

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.