Senior Administrative Associate

3 days ago


Newport Beach, California, United States Raymond James Financial Incorporated Full time
Job Description

We are seeking a Senior Administrative Associate to join our team at Raymond James in Newport Beach, CA. This role will involve providing high-level administrative support to Financial Advisors, their clients, and branch staff members. The ideal candidate will have excellent communication skills, be detail-oriented, and possess the ability to multitask in a fast-paced environment.

Key Responsibilities
  • Provide administrative support to Financial Advisors, including scheduling meetings, preparing documents, and maintaining records.
  • Assist with the trading of discretionary and non-discretionary products, model maintenance, and performance tracking.
  • Manage and standardize best practices for activities such as new client onboarding, large client liquidity events, and private placement investment monitoring.
Requirements
  • High School Diploma or equivalent and five (5) years of experience in the financial services industry.
  • OR an equivalent combination of experience, education, and/or training as approved by Human Resources.
  • SIE required, Series 7 required, Series 63, 65, and/or 66 as required by state.
Salary

The estimated salary for this role is $60,000 - $80,000 per year, depending on experience.



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