Essential Duties and Responsibilities • Perform all operational and administrative functions related to managed and/or syndicated negotiated and competitive municipal underwritings. • Update transaction information in various internal and external systems. • Work with FI associates to maintain strong internal and external client relationships. • Track rates and pricing adjustments; communicate changes to the sales force. • Provide data and support to bankers for Requests for Proposals (RFPs) and Post-Sale Analyses. • Keep syndicate members informed regarding pricing, allotments, and regulatory reporting for managed deals. • Utilize third-party systems such as Bloomberg, Ipreo, BidComp, and NIIDs. • Perform additional duties and responsibilities as assigned. Knowledge, Skills, and Abilities Knowledge of: • Raymond James’ organizational structure, policies, mission, and strategies. • Standard securities industry practices and procedures. • Fixed Income concepts, practices, and operations. • Principles of banking, finance, and securities operations. • Financial markets and related products. Skill in: • Understanding municipal regulatory and compliance requirements. • Analyzing, evaluating, and interpreting financial documents and data. • Identifying relationships, drawing logical conclusions, and presenting results clearly. • Delivering high-level customer service to internal sales teams and bankers, including timely communication and effective time management. • Using standard office tools and software, including Microsoft Office and Access databases. Ability to: • Read, interpret, analyze, and apply information from industry data. • Manage multiple detailed tasks under tight deadlines in a fast-paced environment. • Communicate clearly, professionally, and effectively across all organizational levels. • Maintain attention to detail while understanding broader objectives. • Work both independently and collaboratively. • Present a professional and positive demeanor. • Convey information effectively through formal reports and informal communication. Education and Experience • Bachelor’s degree (preferred), or • High school diploma with a minimum of five years of administrative or operations support experience (Financial Services industry preferred), or • Equivalent combination of education, experience, and/or training approved by HR. Licenses and Certifications • None required at hire. • Series 52 and Series 63 expected within 1 year.