Digital Workflow Services Associate - Onsite Training
Raymond James Financial, Inc.
**Responsibilities** :
+ Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility.
+ Carry out operational tasks by following established processes. May involve adjusting basic settings or parameters in order to meet performance standards.
+ Use standard office software to carry out basic formatting of letters, memoranda, and routine reports.
+ Maintain files and records.
+ Ensure a positive experience for internal clients by having courteous interactions with them.
+ Assess compliance with established standards and protocols for routine inquiries.
+ Support others by carrying out basic data management tasks.
+ 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.
**Skills** :
+ Supports business processes with guidance but not constant supervision by understanding and effectively using standard office equipment and standard software packages.
+ Uses clear and effective elementary verbal communications skills under supervision to express ideas, request actions and formulate plans or policies.
+ 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 appropriate plans or perform necessary actions based on recommendations and requirements.
+ Works under guidance (but not constant supervision) to analyze data trends for use in reports to help guide decision making.
+ Uses an elementary understanding of numerical concepts to perform mathematical operations such as report analysis under supervision.
+ 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 at an elementary level under supervision to select, deploy and get the best results from the most appropriate office system.
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