Job Information
Raymond James Financial, Inc. Charitable Solutions Generalist in St. Petersburg, Florida
Description
Job Summary
Under general supervision, uses basic knowledge and skills obtained through education and experience to participate in projects for Charitable Solutions and RJ Trust. Performs entry to intermediate level project management analysis and/or project administration tasks for projects in an assigned functional area. Will also provide support as needed for Charitable New Accounts and Grants teams. Exercises moderate latitude and judgment in accordance with well-defined policies, procedures, and techniques. Duties and tasks are frequently non-routine.
Essential Duties and Responsibilities
Represents department on projects.
Assists with research, documentation, and testing for projects.
Provides assistance on process improvements efforts.
Assists with requirements gathering for projects.
Assists in building project plans.
Assists in creating and maintaining internal project management tools.
Maintains documentation and communications.
Receives training in project management methodology.
Provides administrative support to assigned project management teams.
Assists in understanding business impacts associated with initiatives.
Assists in the creation of Business Case documents to communicate and prioritize initiatives.
Understands the functions completed by the new accounts and grants processors and provides support as capacity requires.
Oversees and processes funding related to planned gifts and the onboarding of successors in DAF accounts.
Assists with general client service needs, answering phones and email requests as they come in from the field.
Performs other duties and responsibilities as assigned.
Qualifications
Knowledge, Skills, and Abilities
Knowledge of
Fundamental concepts, practices and procedures of assigned functional area.
Basic concepts, practices and principles of project management methodology including project management, analysis, administration and documentation.Skill in
Creating and maintaining project documentation and communications.
Coordinating projects, communicating changes and progress, and completing projects on time and budget.
Communicating clearly and informatively, editing work for spelling and grammar, and presenting numerical data effectively.
Demonstrating accuracy and thoroughness while applying feedback to improve performance.
Completing tasks on time or notifying the appropriate person with an alternate plan.
Collecting, researching and analyzing data
Ability to
Identify and resolve problems in a timely manner.
Work well in group problem solving situations.
Continuously build knowledge and skills in project management and/or administration.
Respond promptly to customer needs, respond to requests for service and assistance and meet commitments.
Read and interpret written information.
Support and explain the reasoning for decisions, as well as include appropriate people in the decision-making process.
Deal with frequent change, delays, or unexpected events.
Educational/Previous Experience Requirements
Education/Previous Experience
Associate’s Degree in a related field of work and a minimum of two (2) years of relevant work experience or a Bachelor’s Degree in a related field and zero (0) to two (2) years of relevant work experience.
OR
Any equivalent combination of experience, education and/or training approved by Human Resources.
Licenses/Certifications
- None required
Job: Trust Services
Primary Location: US-FL-St. Petersburg-Saint Petersburg
Organization Raymond James Trust Company Corp
Schedule Full-time
Job Shift Day Job
Travel No
Req ID: 2403049