Busy work environment, coworkers are very pleasant to be around
Fee Based Associate II (Former Employee) – St Petersburg, FL – October 21, 2013
• Worked closely with Financial Advisors to move and reassign funds to proper accounts for trading • Collaborated with multiple departments including trading, banking, and compliance to ensure timely and correct paperwork was completed for every transaction • Served as a liaison between branch offices of Raymond James Financial and the Corporate Office in regards to account reconciliation, distribution, and termination • Became fluent in multiple computer systems within Raymond James Financial • Participated in Quarterly meetings for the evaluation of the Asset Management department’s ability to meet our goals and forecasted our new productivity goals for the new quarter • Trained on all market standards for operation and regulation put in place by the Securities Exchange Commission • Assisted in the training of new employee’s acquired through a company merger
Financial Analyst (Former Employee) – Saint Petersburg, FL – January 20, 2018
I worked for Raymond James right after college. The overall experience was a good one. The training they provide was good. Managers were very good. The only drawback was the low pay and sub-par benefits.
Assistant to Financial Advisor - Contractor (Former Employee) – Walnut Creek, CA – January 11, 2018
Raymond James was by far one of my favorite places to work. I learned a plethora of information and was able to support a $3 million revenue producer. Lucky to have the temporary position, but they needed to raise the compensation to keep me.