Raymond James | Operations Representative II | Banking

Title:
Location:
FL-Tampa Job Summary:
Under general supervision, provides support and assistance to complete assigned job responsibilities and projects consistent with department policy guidelines and procedures. Projects and duties will vary widely based on department needs and priorities. Essential Duties and Responsibilities:
* Performs a variety of operational procedures within the department. * Researches and provides resolution on business issues. * Prepares letters, memos and various documents. * Maintains a variety of data files and records. * May assist with special projects. * Monitors incoming mail and documents. * Performs other duties and responsibilities as assigned. Knowledge, Skills, and Abilities:
Intermediate Knowledge of:
* Principles, practices, and procedures of general office concepts and those that govern personal life insurance and/or annuities and/or banking, finance and/or securities industry operations. * Process flows within specific assigned functional area. * Regulations for specific assigned functional area. Skill in:
* Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases. * Analyzing data to identify discrepancies. * Problem solving. * Word, Excel, Outlook Ability to:
* Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment. * Use appropriate interpersonal styles and communicate effectively, both orally and writing, with internal associates and external contacts at all levels. * Effectively gather all relevant information in order to analyze, research, and resolve business issues in order to make decisions. Educational/Previous Experience Requirements:
High School Diploma or equivalent and a minimum of one (1) to two (2) years experience in the areas of annuities, life insurance, long-term care, and/or disability income products or financial services industry or customer service. ~or~ Any equivalent combination of experience, education, and/or training approved by Human Resources. Licenses/Certifications:...

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