New Accounts Associate - Raymond James Charitable

Essential Duties and Responsibilities:

• Process charitable giving transactions, including new account establishment, contributions and incoming assets, charity vetting and due diligence reviews, grant approvals and distributions, and ongoing account maintenance.

• Review transactions and account documentation for completeness, accuracy, and compliance with policies and procedures.Conduct research and resolve routine processing exceptions, escalating more complex issues as needed.

• Enter, update, and verify information within company systems to ensure data integrity and accurate recordkeeping.

• Communicate professionally with internal associates, financial advisors, charitable organizations, and donors via email and telephone.

• Respond to inquiries and provide exceptional service while adhering to service level agreements and quality standards.

• Support department projects, process improvement initiatives, and other assignments as directed by management.

• Maintain a high level of attention to detail while consistently meeting productivity, quality, and timeliness expectations.

• Follow all applicable regulatory requirements, operational procedures, and internal policies.

Knowledge, Skills, and Abilities:

• Strong attention to detail and commitment to accuracy.Excellent organizational and time management skills.

• Ability to manage multiple tasks and priorities in a fast-paced environment.

• Strong written and verbal communication skills.

• Customer service mindset with a professional and positive approach.

• Ability to research, analyze, and resolve routine issues independently.

• Proficiency with Microsoft Office applications and business systems.