Trust Administrative Coordinator

Job Posting

Performs a number of routine tasks following set procedures in the field of Administration / Support / Service. Some problem-solving ability is required.

Job Summary :

Provides some advanced administrative support of a function within a unit or department through clerical skills. Exchanges basic and non-routine information with internal and external customers and adapts procedures, processes, and techniques to meet the more complex requirements of the position.

Essential Duties and Responsibilities :

• Applies some advanced skills and procedures appropriate for the position within assigned functional area.
• Performs duties and tasks that are frequently non-routine. Refers only the most complex issues to higher level.
• Schedules, reports, and tracks information for department.
• Collects data for preparation of various reports, budgets, and variance analyses.
• Compiles data for reports and collates into a single report.
• Assists in preparing, reviewing, or auditing reports.
• Assists with more complex research and investigation. May prepare analyses of information.
• May assist in orienting and training lower level employees.
• Performs other duties and responsibilities as assigned.

Qualifications :

Knowledge, Skills, and Abilities :

Educational / Previous Experience Requirements :

High school diploma or equivalent and (2) two - (5) five years office or customer service experience.

~or~ An equivalent combination of education, experience and / or training.

Education : High School (HS).

Work Experience : General Experience - 3 to 6 years.

Certifications : None.

Travel : Less than 25%.

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.