- Raymond James Financial, Inc. (St. Petersburg, FL)
- …communications, and escalate the issues for resolution. Job Description Department Overview: Raymond James Financial is a Florida-based diversified holding ... company, headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …months to 3 years Certifications Travel Less than 25% Workstyle Hybrid At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, ... familiarity with regulatory reports of Category IV (or higher) financial institutions and experience in interpreting regulatory reporting instructions....*Contribute to the continuous evolution of the firm At Raymond James - as part of our… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- … Industry Regulatory Authority (FINRA) Travel Less than 25% Workstyle Hybrid At Raymond James our associates use five guiding behaviors (Develop, Collaborate, ... leadership, a client-first mindset, and a deep understanding of financial services operations to drive continuous improvement and support...*Contribute to the continuous evolution of the firm At Raymond James - as part of our… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- … Industry Regulatory Authority (FINRA) Travel Less than 25% Workstyle Hybrid At Raymond James our associates use five guiding behaviors (Develop, Collaborate, ... regulations. Collaborates with management to identify opportunities to mitigate financial , reputational and regulatory risk. Assists and provides input...*Contribute to the continuous evolution of the firm At Raymond James - as part of our… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …administer basic-level personal trust, estate, and custody accounts. Fulfills the duties of Raymond James Trust (RJT) as a fiduciary or custodian in accordance ... valuations and information on unusual assets. *Effectively interacts with Financial Advisors in the defining of the investment goals...years Certifications Travel Less than 25% Workstyle Hybrid At Raymond James our associates use five guiding… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …platforms and tools that enable effective data management and governance across Raymond James . This includes metadata management, data quality, data cataloging, ... - 10 to 15 years Certifications Travel Less than 25% Workstyle Hybrid At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …- 3 to 6 years Certifications Travel Less than 25% Workstyle Hybrid At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, ... through experience, specialized training or certification to consult with Financial Advisors (FAs) and their clients regarding overall ...*Contribute to the continuous evolution of the firm At Raymond James - as part of our… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …- 3 to 6 years Certifications Travel Less than 25% Workstyle Hybrid At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, ... a key role in supporting the firm's compliance with non- financial regulatory reporting requirements. Leveraging advanced knowledge and experience,...*Contribute to the continuous evolution of the firm At Raymond James - as part of our… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …(KPIs); develop business cases for key activities/projects; and estimate the financial and human resources required to deliver performance targets. + Communicate ... the local action plan; explain how this relates to the function's strategy and action plan and to the broader organization's mission and vision; motivate people to achieve local business goals. + Develop and propose own performance objectives; take appropriate… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …* Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes ... and internal codes of conduct. * Answer the telephone and assist callers or those making varied inquiries by email or mail with any basic requests for information, directing more complex matters to colleagues, as necessary. * Conduct data entry into company… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …urgency. + Clearly demonstrate a client-first focus in line with the Raymond James culture. **Educational/Previous Experience Requirements:** + Bachelor's degree ... (BA) in Graphic Design or related discipline and a minimum one (1) year relevant experience in the design field. ~or~ + Any equivalent combination of experience, education, and/or training approved by Human Resources. **Licenses/Certifications:** + None… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Raymond James Financial is a diversified holding company, ... headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …of banking and finance and securities industry trading and operations. + Financial markets and investment products and services. + Mathematical ability sufficient to ... calculate transactions accurately and efficiently. + Intermediate Excel experience. **Skill in** + Advanced analytical skills; analyze data to draw logical conclusions and interpret results for use in decision-making. + Personal resilience while providing a… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …the Tax Reporting department by executing a variety of banking and financial transactions in alignment with established operational and regulatory procedures. This ... role involves processing both standard and complex tax-related activities, including the review and reconciliation of client tax data, generation of tax forms, and resolution of discrepancies. Responsibilities often require research, investigation, and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …ability to integrate domain knowledge into project work, and an understanding of financial services standards and practices and will serve as the primary point of ... requirements to technical specifications. + Partner with stakeholders such as financial advisors, operations, and legal and compliance to research, analyze and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …clients and advisors. + Serves as liaison between retirement plans department and financial advisors, Raymond James Legal and Compliance departments and ... (KPIs); develop business cases for key activities/projects; and estimate the financial and human resources required to deliver performance targets. + Communicate… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Raymond James Financial is a diversified holding company, ... headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Raymond James Financial is a diversified holding company, ... headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …precision. + Conduct virtual and in-person training sessions to guide advisors through Raymond James platforms, tools, and workflows. + **Process & Workflow ... + **Thought Leadership & Development** + Maintain a strong understanding of Raymond James ' technology ecosystem, regulatory environment, and advisor needs. +… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- Department Overview: Raymond James Financial is a Florida-based diversified holding company, headquartered in St. Petersburg, FL. Raymond James ... through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset...values of client first, conservatism, independence and integrity. At Raymond James , we are putting the power… more
