Hybrid Cost Basis Associate at Raymond James

%3Cp style=%22margin: 0in; font-family: Arial; font-size: 11.0pt;%22%3E%3Cspan style=%22font-weight: bold;%22%3EHybrid Work Environment: %3C/span%3E40% in-office and up to 60% work-from-home, if desired. Must live within commutable distance from our home office.%3C/p%3E%0A%3Cp style=%22margin: 0in; font-family: Arial; font-size: 11.0pt;%22%3E%26nbsp;%3C/p%3E%0A%3Cp style=%22margin-bottom: 0px; margin-top: 0px;%22%3E%3Cspan style=%22font-family: Arial; font-size: medium;%22%3E%3Cstrong%3EJob Summary:%3C/strong%3E%3C/span%3E%3C/p%3E%0A%3Cp style=%22margin-bottom: 0px; margin-top: 0px;%22%3E%3Cspan style=%22font-family: Arial; font-size: medium;%22%3E%3Cbr%3EUnder general supervision, uses specialized skills gained through training and experience in the securities industry to assist in the utilization of a Cost Basis Reporting System and other Raymond James approved systems to provide clients and internal departments with cost basis, gain/loss and corporate action information. Delivers superior client service through accuracy, timeliness and consistency.%26nbsp; Enters data, reviews daily reports and researches any discrepancies.%26nbsp; Position involves extensive interaction with fellow workers, other departments and branch associates.%3C/span%3E%3C/p%3E%0A%3Cp style=%22margin-bottom: 0px; margin-top: 0px;%22%3E%3Cspan style=%22font-family: Arial; font-size: medium;%22%3E%3Cbr%3E%3Cstrong%3EEssential Duties and Responsibilities:%3C/strong%3E%3C/span%3E%3C/p%3E%0A%3Cp style=%22margin-bottom: 0px; margin-top: 0px;%22%3E%3Cspan style=%22font-family: Arial; font-size: medium;%22%3E%3Cbr%3E%26bull;%26nbsp;Inputs and maintains data on a Cost Basis Reporting system.%3Cbr%3E%26bull;%26nbsp;Acts as a team member for issues and projects requiring moderate research and analysis.%3Cbr%3E%26bull;%26nbsp;Contributes feedback to overall improvement of Cost Basis Reporting%26rsquo;s processes and internal systems, and assists in implementing corrective actions and solutions as necessary.%3Cbr%3E%26bull;%26nbsp;Promotes effective coordination between multiple workgroups in functional areas.%3Cbr%3E%26bull;%26nbsp;Performs other duties and responsibilities as assigned.%3C/span%3E%3C/p%3E

Knowledge, Skills and Abilities:

Knowledge of:

• Financial markets and products.
• Fundamental concepts of calculating capital gains and losses
• Fundamental investment concepts, practices and procedures used in the securities industry.

Skill in:

• Learning and applying new information, skills and processes quickly.
• Balancing spreadsheets and reviewing data from multiple sources
• Problem solving complex issues
• Organization and attention to detail sufficient to prioritize multiple tasks while working in a fast-paced dynamically changing environment
• Microsoft Office applications sufficient to produce documents and email with an advanced skill level proficiency in Microsoft Excel.

Ability to:

• Interact effectively with external and internal clients through both written and verbal communication.
• Give customer satisfaction high priority and proactively address customer needs.
• Identify relationships, draw logical conclusions and interpret results for use in decision-making.
• Manage multiple activities simultaneously to ensure timely and satisfactory completion of responsibilities.
• Exhibit initiative, independence and self-direction when performing tasks.
• Perform assignments that are broad in nature.

Educational/Previous Experience Requirements:

• High school diploma or equivalent.  Bachelor’s Degree preferred. A minimum of one to two (1-2) years of general business experience in a professional setting preferred.
~or~
• An equivalent combination of education, experience and/or training.

Licenses/Certifications:

• None Required.

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