Raymond James

Branch Business Coordinator (Coral Gables, FL)

Coral Gables, Florida - United States, USA

Sponsorship not specifiedDetected 2 days ago

Project ManagementAccountingHR

About the role

Job Description Summary Under limited supervision, assists with the execution of strategic plan for overall growth of the Branch or Complex.
When associates bring their best authentic selves, our organization, clients, and communities thrive.

Supports execution of a strategic plan to monitor and control expenses, facilitate revenue growth, and improve productivity.
Supports delivery of the client or prospect experience, including maintaining administrative procedures as well as coordinating execution of client or prospect requests.
Maintains expertise in practice management tools and resources, reporting and compliance practices.
Maintains strong relationships with key business partners both internal and external.
Maintains a prospect database, gathering information and data on prospects to be used by branch or complex manager to determine suitability in the branch recruiting process.
Performs other duties and responsibilities as assigned.

Associates degree and five years' experience in financial services industry or related field
Bachelor's degree and a minimum of two years' experience in the financial services industry or related field
Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance

Uses knowledge and skills obtained through education and experience to resolve service or project management issues.

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.
Eligibility for benefits and specific offerings may vary based on position and employment status.
To view more details of the benefits offered, visit Myrjbenefits.com.
Works directly with home office departments to coordinate branch-home office workflow.
Assists branch manager, complex manager, or practice business manager with continuing education of team members.
Assists with prospective advisors, provides consultation and education regarding the Raymond James and Associates platform.
Partners with home office departments to leverage product sales and generate new business opportunities for financial advisors.

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

This listing is sourced directly from Raymond James's careers page and normalized into a canonical job model.