Administrative Assistant
Raymond James Financial, Inc.
Responsibilities:
+ Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility.
+ Open and distribute mail, and use form letters or emails to respond to routine requests.
+ Maintain appointment calendars and reserve meeting rooms, following detailed instructions to arrange business meetings efficiently.
+ Organize own work schedule each day in line with changing priorities.
+ Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
+ Support in using the internal communications system to access specific information on request.
+ Maintain files and records.
+ Use standard office software to carry out basic formatting of letters, memoranda, and routine reports.
+ Ensure a positive experience for clients by having courteous interactions with them.
+ Ensure a positive experience for internal clients by having courteous interactions with them.
+ Extract relevant data from information provided by others, and input it into spreadsheets or standard formats.
+ Support others by working on a variety of data management tasks.
Skills:
+ Uses clear and effective verbal communications skills with guidance (but not constant supervision) to express ideas, request actions and formulate plans or policies.
+ Supports business processes with guidance but not constant supervision by understanding and effectively using standard office equipment and standard software packages.
+ 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 analyze data trends for use in reports to help guide decision making.
+ Works under guidance (but not constant supervision) to acquire, organize, protect and process data to fulfill business objectives.
+ Works at a basic level to navigate customer conversations by leveraging the four parts of a service conversation: open, learn, reply, and close. Typically works under close supervision.
+ Uses an elementary understanding of numerical concepts to perform mathematical operations such as report analysis under supervision.
+ Works at a basic level to connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences. Typically works under close supervision.
+ Works under supervision at an elementary level to analyze data from multiple sources to draw appropriate conclusions and make suitable recommendations.
+ Works at a basic level to make every customer interaction positive by leaving the customer feeling understood, appreciated, and confident in the organization's ability. Typically works under close supervision.
+ 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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