Retirement Plan Service Associate | 10 : 30am - 7pm

Job Posting

Hybrid Work Environment : This position follows our hybrid-friendly schedule, so you get the best of both worlds flexibility and collaboration. In office days will be 3 per week averaging 12 days per month in one of the following locations : St Petersburg, FL; Memphis, TN; or Southfield, MI

Shift Hours : Your initial working hours will be from 10 : 30 AM to 7 : 00 PM.

Training Hours : You will be in office full time during the first 60 days of employment. Training is comprehensive and will take place from 8 : 30 AM to 5 : 00 PM, lasting approximately three months. This will prepare you thoroughly for your role.

Overtime : During our peak period from November to April, mandatory overtime is required. You will receive compensation at a rate of 1.5 times your regular hourly rate for any overtime hours worked.

Responsibilities

• Accurately diagnoses issues and provides client driven solutions that also meet IRS regulatory requirements.
• Interprets rules and regulations by applying IRA and IRS knowledge.
• Assist with various incoming requests for information, through multiple platforms.
• 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.
• Carry out standard customer service activities and handle customer inquiries.
• Conduct data entry and transaction processing into multiple company platforms, review and verify the information to ensure accuracy and accessibility.
• Enter data into standard branch systems, reviewing and verifying it for accuracy. This includes handling and documenting counter transactions.
• Maintain files and records.
• Organize work schedule, each day that a lines with changing priorities of the department.
• 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.
• Develop and maintain excellent procedural or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.

Knowledge of :

Skills :

Education

High School (HS) (Required)

Work Experience

General Experience - 13 months to 3 years

Certifications

N / A

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.