Conversion/Project Coordinator, Mass Account Transfers| St. Petersburg, FL

Conversion / Project Coordinator, Mass Account Transfers St. Petersburg, FL-2402093

Description

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 general supervision, uses knowledge and skills obtained through education, experience and / or, specialized training to coordinate all Mass Account Transfer (MAT) conversions.

Partners with contra broker firms and branches to facilitate all internal and external conversion communications. Requires sound judgment and a high degree of decision making ability necessary to adapt procedures, processes and techniques to more complicated conversions.

Limited guidance is provided to perform varied work that is somewhat difficult in character requiring evaluation, originality and ingenuity to make moderately complex decisions, process information in a timely manner, and operate within a team environment.

Essential Duties and Responsibilities

• Coordinates all MAT conversions and deconversions with onboarding client, contra broker dealer and various internal departments.
• Manages all MAT activities for test and live events.
• Works with Project Specialists and business areas to clean up mapping issues and data for all files.
• Coordinates all conversion communications between Raymond James and other financial institutions.
• Maintains the MAT Department web site.
• Maintains documentation and communications surrounding all conversion and deconversion activities.
• Consolidates and refines status reports into program level and senior management reports.
• Coordinates and assists with mass Broker to Broker clean up.
• Develops and summarizes the annual process report summaries.
• Updates and sends invoices for conversion billing.
• Operates the Command Center and provides updates as needed.
• Shuts off systematic processes (Automated Clearing Hours (ACH), Periodic Investment Plan (PIP) / Systematic Withdrawal Plan (SWP), etc.).
• Tracks negative consent letters.
• Provides notification to applicable areas regarding the deconversion (Raymond James Bank, trading areas, etc.).
• Performs other duties and responsibilities as assigned.

Qualifications

Raymond James Guiding BehaviorsAt 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 firmAt 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.

Operations