Sales/Trading Assistant II

4 weeks ago

Nashville, Tennessee, United States Raymond James Financial Incorporated Full time
Job Summary

As a Sales/Trading Assistant II at Raymond James Financial Incorporated, you will play a critical role in supporting the trading and sales teams in processing trades, communicating with clients, and maintaining accurate records. This position requires a high level of expertise in securities trading and sales practices, as well as excellent analytical and problem-solving skills.

Key Responsibilities
  • Track and confirm transactions to ensure accuracy and completeness.
  • Prepare management reports and provide data analysis to support business decisions.
  • Advise colleagues on complex problems and issues, and provide guidance on best practices.
  • Maintain and update account files, and perform administrative tasks such as faxing, filing, and copying.
  • Serve as a liaison between clients and sales and/or trading personnel, and provide exceptional customer service.
  • Stay up-to-date on industry trends and best practices, and apply this knowledge to improve business processes.
  • Plan and organize workflow to ensure efficient and effective operations.
  • Access and interpret market and client information, and communicate this information to relevant stakeholders.
  • Initiate client transaction-related communication to support sales and/or trading activities.
  • Execute trades as required, and participate in face-to-face client meetings.
  • Assist in compliance review processes, and operate standard office equipment and software applications.
Qualifications

To be successful in this role, you will need:

  • A Bachelor's Degree (B.A.) with a minimum of five (5) years of experience in a sales or trading role within the securities or financial services industry.
  • OR any equivalent combination of education, experience, and/or training approved by Human Resources.
  • A Series 7/Series 63 License or appropriate series license(s) for assigned functional area, or International equivalent.
  • The ability to communicate effectively, both orally and in writing, and provide a high level of customer service.
  • Strong analytical and problem-solving skills, with the ability to work independently and collaboratively within a team environment.
  • The ability to prioritize multiple tasks and meet deadlines, and establish and maintain effective working relationships with others.
Guiding Behaviors

At Raymond James, we expect our associates to embody the following guiding behaviors:

  • Develop: Grow professionally and inspire others to do the same.
  • Collaborate: Work with and through others to achieve desired outcomes.
  • Decide: Make prompt, pragmatic choices and act with the client in mind.
  • Deliver: Take ownership and hold themselves and others accountable for delivering results that matter.
  • Improve: Contribute to the continuous evolution of the firm.

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