- Raymond James Financial, Inc. (Memphis, TN)
- …opportunities for operational efficiency and productivity improvements to mitigate financial , reputational and regulatory risk. Assists and provides input in ... opportunities for operational efficiency and productivity improvements to mitigate financial , reputation and regulatory risk; suggests solutions to Supervisor/Manager… more
- Raymond James Financial, Inc. (Memphis, TN)
- …currency in trading policies and procedures. * Provides trading support to financial advisors and responds to inquiries regarding fund suitability, products and ... and other applications as needed. **Skill in:** * Identifying financial events that affect orders. * Reconciling and correcting...(3) to five (5) years of experience in the financial services industry. ~or~ * Any equivalent combination of… more
- Raymond James Financial, Inc. (Memphis, TN)
- …manager for a subset of existing clients, at discretion of lead Financial Advisors. * Prepares presentations, portfolio/equity analyses, and proposals for High Net ... prospects. * Coordinates efforts to gather data to assist Financial Advisors in preparing responses to client or prospect...on portfolios. * Presents or responds to inquiries from Financial Advisors and/or clients to research and resolve issues.… more
- Raymond James Financial, Inc. (Memphis, TN)
- …to assist in the utilization of a Cost Basis Reporting System and other Raymond James approved systems to provide clients and internal departments with cost ... assigned. **Qualifications** **Knowledge, Skills and Abilities:** **Knowledge of:** * Financial markets and products. * Fundamental concepts of calculating capital… more
- Raymond James Financial, Inc. (Memphis, TN)
- …ensure accuracy. + Assists with educating financial advisors and their staff on Raymond James policies, procedures and systems + Acts as a liaison between ... as a liaison between the home office and new financial advisors (FAs) joining Private Client Group (PCG) offices....helps resolve issues related to the transition of new financial advisors joining PCG offices. + Provides onsite branch… more
- Raymond James Financial, Inc. (Memphis, TN)
- …**Hybrid Work Environment:** 40% in-office and up to 60% work-from-home, if desired. Must live within commutable distance from our home office. **Job Summary** : ... Under limited supervision, uses advanced skills gained through training and experience to process a wide variety of settlement activity and assist in monitoring the day-to-day work flow of the department. Works closely with the department supervisor to ensure… more
- Raymond James Financial, Inc. (Memphis, TN)
- …RJ Bank **Schedule** Full-time **Job Shift** Day Job **Travel** No **Req ID:** 2401429 Raymond James Bank is an EOE/AA and VEVRAA Federal Contractor Priority ... loan documentation and processing. * Principles of banking and finance. * Financial markets and products. * SBA Underwriting guidelines and regulations. * Federal… more
- Raymond James Financial, Inc. (Memphis, TN)
- …**Hybrid Work Environment:** **40% in-office and up to 60% work-from-home, if desired. Must live within commutable distance from our home office.** **Job Summary** : ... As a member of the Business Process Improvement (BPI) team, the Process Analyst plays a key role in projects to develop automated solutions for targeted processes. Working under limited supervision and with a high level of autonomy, this individual will… more
- Raymond James Financial, Inc. (Memphis, TN)
- …after training period * Overtime hours offered as business need dictates **Job Summary** Raymond James has always been a different kind of financial ... benefit. The New Accounts Call Service Ambassador puts the Raymond James Service First motto into action...New Account systems. * Basic customer operations and the financial industry. * Basic accounting concepts and principles. *… more
- Raymond James Financial, Inc. (Memphis, TN)
- …of banking and finance and securities industry trading and operations. * Financial markets and investment products and services. * Mathematical ability sufficient to ... and a minimum of two (2) to four (4) years' experience in financial services industry/managed accounts. ~or~ * Any equivalent combination of experience, education,… more
- Raymond James Financial, Inc. (Memphis, TN)
- …* Basic office practices, procedures and methods. * All products and services offered by Raymond James Financial . * Account types and industry operations in ... experience to act as the point of contact to Raymond James clients. Associate will provide accurate...resolves and makes decisions regarding various inquiries for clients, Financial Advisors (FA's) and associates within RJA and RJF.… more
- Raymond James Financial, Inc. (Memphis, TN)
- …locations: St. Petersburg, FL; Memphis, TN; Southfield, MI.** **Job Summary:** The Raymond James Enterprise Application Security Architecture team is looking for ... communicate across a broad spectrum of technical and business constituents. * Financial services experience desired, but not required, however ability to gain… more
- Raymond James Financial, Inc. (Memphis, TN)
- …Petersburg **Other Locations:** US-TX-Houston-Houston, US-TN-Memphis-Memphis, US-GA-Columbus-Columbus **Organization** Raymond James Trust Company Corp ... as may be appropriate and effectively communicates tax matters to beneficiaries, Financial Advisors and other relevant parties. * Anticipates issues of higher risk… more
- Raymond James Financial, Inc. (Memphis, TN)
- …you'll take on the role of a specialist for complex financial transactions, evaluating, approving, and executing critical retirement operations in client ... and regulations to interpret retirement plan details effectively. + Process financial transactions with precision. + Conduct thorough audits of account activities… more
- Raymond James Financial, Inc. (Memphis, TN)
- …responsible for overseeing core control governance across the Operations Division of Raymond James & Associates reporting into the Vice President, Operations ... coordination occurs between assigned functional area(s) and other areas. + Uses financial data and performance indicators to establish control mechanisms and other… more
- Raymond James Financial, Inc. (Memphis, TN)
- …Investment concepts, practices, and procedures used in the securities industry + Financial markets and products **Skill in** + Interpreting and applying policies and ... education and work experience. + Three (3) or more years' experience in financial services/operations, including one (1) year as a team lead or leadership experience… more
- Raymond James Financial, Inc. (Memphis, TN)
- …security team, will be responsible for providing a safe and secure environment at Raymond James . As a security officer, will be involved in physical security, ... electronic access control, visitor management, CCTV and life safety systems. Constant interaction with associates and guests, with a Service 1st approach and concierge feel. Follows established procedures to perform routine tasks and receives guidance and… more
- Raymond James Financial, Inc. (Memphis, TN)
- …identify opportunities for operational efficiency and process improvement to mitigate financial , reputational and regulatory risk. Applies new and changing rules ... assigned **Qualifications** **Knowledge, Skills, and Abilities:** **Knowledge of:** * Financial markets, products and regulatory requirements * Fundamental concepts,… more
- Raymond James Financial, Inc. (Memphis, TN)
- …a municipal issuer's obligation to provide investors with up-to-date operational and financial information, per SEC Rule 15c2-12. Serves as a subject matter expert ... compliance with Rule 15c2-12 disclosures. Compile and review various table-based financial information, operating data, etc. * While not a formal fiduciary,… more
- Raymond James Financial, Inc. (Memphis, TN)
- …* Identifies trends and implements corrective action as necessary. * Uses financial data and performance indicators to establish control mechanisms and other ... of banking and finance and securities industry operations. * Financial markets and products. **Skill in:** * Preparing and...three (3) years in a management position in the financial services industry. ~or~ * An equivalent combination of… more
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