Assistant Administration Professional
Raymond James Financial, Inc.
**Job Description Summary**
Perform a number of routine tasks following set procedures in the field of Administration/Support/Service. Some problem-solving ability is required.
**Job Description**
Responsibilities:
+ Produce, update, and provide best practice support on a wide range of Microsoft documents, databases, and other departmental systems.
+ Prepare routine letters, email, minutes of meetings, and reports for approval by more senior colleagues or a senior executive.
+ Arrange venues, equipment, catering, accommodations, and travel for participants arriving from various locations to ensure the smooth running of medium-scale events.
+ Assign short-term work schedules to a team of subordinates in order to achieve expectations while following established timelines.
+ Help others get the most out of internal communications systems by offering support and advice.
+ Create a local document management system for an office or department.
+ Prepare moderately complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for reports.
+ Provide operational support by performing a range of routine activities using existing systems and protocols.
+ Help manage clients by carrying out standard activities and providing support to others.
+ Help manage internal clients by carrying out standard activities and providing support to others.
+ Produce accurate reports for others by collecting data from a variety of standard sources and inputting it into standard formats.
+ Help others get the most out of data management systems by providing support and advice.
+ Produce, update, and provide best practice support on complex Microsoft documents, databases, and other departmental systems, advising colleagues as needed and using expertise to help improve processes.
+ Prepare tailored letters, emails, and more complex reports and agendas and minutes of meetings for approval by a board-level executive.
+ Schedule appointments, make arrangements for meetings and conferences, and organize travel plans, following instructions to ensure more senior colleagues or a senior executive make the best use of their time.
+ Supervise a team performing routine work.
+ Design own monthly schedule and, if necessary, assign work to others in order to speed up office workflow and ensure high-priority tasks get done.
+ Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
+ Support others by carrying out a range of procurement activities. Involves following established procedures.
+ Prioritize own workflow and ensure work is completed to the required standards of productivity, quality, and timeliness; use performance management systems to improve personal performance.
+ Monitor and analyze data using budgeting systems and protocols.
+ Provide instruction and informal advice to less experienced colleagues within the team to develop their skills.
Skills:
+ Works without supervision and provides technical guidance when required on planning, organizing, prioritizing and overseeing activities to efficiently meet business objectives.
+ Uses clear and effective verbal communications skills without supervision and provides technical guidance when required on expressing ideas, requesting actions and formulating plans or policies.
+ Supports business processes without supervision by understanding and effectively using standard office equipment and standard software packages, while providing technical guidance as needed.
+ Works without supervision and provides technical guidance when required on developing, monitoring, interpreting and understanding policies and procedures, while making sure they match organizational strategies and objectives.
+ Works without supervision and provides technical guidance when required on analyzing data trends for use in reports to help guide decision making.
+ Works without supervision and provides technical guidance when required on acquiring, organizing, protecting and processing data to fulfill business objectives.
+ Uses an understanding of numerical concepts to perform mathematical operations such as report analysis with guidance (but not constant supervision).
+ Works with guidance (but not constant supervision) to develop appropriate plans or perform necessary actions based on recommendations and requirements.
+ Works with guidance (but not constant supervision) to select, deploy and get the best results from the most appropriate office system.
+ Works with guidance (but not constant supervision) to plan, organize, prioritize and oversee activities to efficiently meet business objectives.
+ Works with guidance (but not constant supervision) to develop, monitor, interpret and understand policies and procedures, while making sure they match organizational strategies and objectives.
+ Works under guidance (but not constant supervision) to perform costing, budgeting and finance tasks.
+ Negotiates under guidance (but not constant supervision) to help the organization by obtaining consensus between two or more internal or external parties who may have different interests.
+ Works with guidance (but not constant supervision) to review and create relevant, lucid and effective reports.
+ Works without supervision and provides technical guidance when required on selecting, deploying and getting the best results from the most appropriate office system.
+ Works at an intermediate level to shift into and out of a mental mindsets associated with assessing the facts and circumstances of the current situation and/or environment and making the appropriate/innovative adjustments to thinking and work habits to thrive in any scenario. Typically works with guidance.
+ Works with guidance (but not constant supervision) to achieve full compliance with applicable rules and regulations in management and/or operations.
+ Works with guidance (but not constant supervision) to interpret and apply knowledge of laws, regulations and policies in area of expertise.
+ Works with guidance (but not constant supervision) to manage projects and/or programs within desired cost, time and quality parameters.
+ Works at an intermediate level to orient work in a workflow to plan, organize, and execute the steps it takes to achieve a goal to achieve higher efficiencies.
**Education**
High School (HS) (Required)
**Work Experience**
General Experience - 13 months to 3 years
**Certifications**
**Travel**
**Workstyle**
Resident
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.
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