Review and prepare daily equity and mutual fund research. Help screen, and answer inbound phone calls. Perform filing and scanning of documents. Provide customer service to clients. Maintain client confidentiality. Maintain a neat and organized work area.
A typical work day at Raymond James would be answering phones, travel, espense management, calendar management, project management, communicating with clients, scheduling appointments, lunches and dinners for Managing Directors. Office Management, ordering supplies etc.