Licensing Care Associate en Raymond James

Job Description Summary

Process a range of specialized and non-standard transactions that usually require some research or investigation.

Job Description

Responsibilities

• Assist the agents in processing and/or maintaining their licenses and contracts for individuals or firms, ensuring compliance with regulations within states and carriers.

• Onboarding new representatives, and serving as a point of contact for agents and carriers.

• Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.

• Carry out operational tasks by following established processes. May involve adjusting basic settings or parameters in order to meet performance standards.
  Skills

• Works at an intermediate level to monitor, interpret and understand policies and procedures and ensure their alignment with organizational strategies and work objectives. Typically works with guidance.

• Works at an intermediate level to plan, organize, prioritize and oversee activities to efficiently meet objectives. Typically works with guidance.

• Works at an intermediate level to review and evaluate recommendations and requirements and to develop appropriate plans or deliver actions required. Typically works with guidance.

• Use standard office software to carry out basic formatting of letters, memoranda, and routine reports.

• Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility.

Education

High School (HS): Business Administration

Work Experience

General Experience - 13 months to 3 years

Certifications

Travel

Less than 25%

Workstyle

Hybrid

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. 

We expect our associates at all levels to:
•  Grow professionally and inspire others to do the same
•  Work with and through others to achieve desired outcomes
•  Make prompt, pragmatic choices and act with the client in mind
•  Take ownership and hold themselves and others accountable for delivering results that matter
•  Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.  When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. 

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