Sr. Administrative Assistant, Litigation

Administrative Assistant And Research Coordinator

Hybrid role that blends administrative assistant and research coordinator skills. Under general supervision, uses skills gained through training and experience to provide secretarial and administrative support primarily to the legal department's litigation group and researching, pulling case documentation for both the litigation and regulatory teams. Follows established procedures to perform routine tasks and receives general guidance and direction to perform other work with substantial variety and complexity requiring limited decision-making responsibility. Some originality and ingenuity are required to locate, select and apply appropriate procedures, processes and techniques to assignments that are broad in nature. Resolves most questions and problems and refers new or unusual issues to a higher level. May serve as a resource to others in resolving problems and issues.

Responsibilities :

• Oversees and / or performs a range of diverse administrative activities for a manager or group of managers in an assigned functional area.
• Serves as a central point of liaison with other functional areas and external stakeholders in resolving a variety of routine matters.
• Reviews and processes user requests for reproduction of client statements, confirmations, certificates, commission reports, checks and other documents as directed.
• Utilizes knowledge and understanding of operational policies and procedures to create, compose and edit administrative correspondence and documentation.
• Assist with drafting and prepare legal documents, including petitions, motions and interrogatories for the assigned functional area.
• Researches, gathers and compiles data and information; prepares reports and summaries; and replies to inquiries, selecting relevant data from a variety of sources.
• Provides and / or oversees support activities, including answering telephones; assisting and resolving problems and inquiries of visitors; reviewing and controlling incoming and outgoing correspondence; and following up on operational commitments primarily related to assigned functional area.
• Schedules appointments; maintains calendars; and schedules and coordinates meetings, events, and / or travel arrangements, as required primarily related to litigation matters.
• Establishes, updates and maintains files, inventories and records and implements and maintains data management systems, as required.
• Maintains currency in modern office management methods and techniques.
• Performs other duties and responsibilities as assigned.

Knowledge of :

Skill in :

Ability to :

Educational / Previous Experience Requirements :

Workstyle : Hybrid

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.