Sr. Coordinator, PCG Compliance
Raymond James Financial, Inc.
**Essential Duties and Responsibilities**
+ Applies advanced skills and procedures appropriate for the position within assigned functional area.
+ Performs duties and tasks that reflect substantial variety and complexity. Assists others in the resolution of complex problems and issues.
+ Schedules, reports, and tracks information for department.
+ Collects data for preparation of various reports, budgets, and variance analyses.
+ Compiles data for reports and collates into a single report.
+ Assists in preparing, reviewing, or auditing reports.
+ Assists with more complex research and investigation. May prepare analyses of information.
+ May assist in orienting and training employees.
+ May assign and check the work of lower-level employees and/or be designated as “lead” worker.
+ Performs other duties and responsibilities as assigned.
**Knowledge, Skills, and Abilities**
**Knowledge of:**
+ Basic office practices, procedures and methods.
+ Basic mathematical calculations.
+ Key internal and/or external contacts to request assistance from or utilize expertise.
**Skill in:**
+ Organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines.
+ Operating standard office equipment and using required software applications (including SharePoint and Microsoft Word) to produce correspondence, electronic communication and maintain spreadsheets and databases.
**Ability to:**
+ Build solid, effective working relationships with others.
+ Coach others in the development of their skills.
+ Execute instructions and request clarification when necessary.
+ Provide courteous, timely service when addressing customer questions and concerns.
+ Speak clearly and concisely.
+ Convey information clearly and effectively through both formal and informal documents.
+ Constructively work under stress and pressure when faced with high workloads and deadlines.
+ Plan, organize, and coordinate work assignments.
+ Promote team cohesiveness, cooperation, and effectiveness.
+ Work independently with minimal supervision.
**Educational/Previous Experience Requirements**
+ High school diploma or equivalent with a minimum of six (6) years’ experience in customer service or an office environment.
~or~
+ Any equivalent combination of experience, education, and/or training approved by Human Resources.
**Licenses/Certifications**
+ None Required.
+ Additional licenses/certifications demonstrating the candidate’s knowledge/expertise in industry regulation and concepts preferred.
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