New Accounts Associate - Raymond James Charitable
Core
Provides operational and administrative support to the Raymond James Charitable Endowment Fund team by processing transactions and maintaining charitable giving accounts.
Role type
Associate (Administrative/Operations)
Builds
Charitable giving accounts and transaction processing workflows
Domain
Financial Services / Non-profit Fund Management
Required skills
Transaction processing, account maintenance, data entry, regulatory compliance, research, communication, Microsoft Office proficiency
Responsibilities
Process charitable giving transactions including new account establishment and grant approvals; Review transactions and documentation for accuracy and compliance; Enter and verify information within company systems; Communicate with internal associates, financial advisors, and donors; Respond to inquiries and provide client service; Support department projects and process improvement initiatives.