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The position of Division Liaison at Raymond James plays an essential role in providing comprehensive administrative and operational support to the division leadership and the ICD team. This is a full-time remote position available to candidates located in the United States. The Liaison serves as a key connector within the organization, facilitating smooth communication and operational efficiency.
The Division Liaison is entrusted with various duties that include:
Calendar & Schedule Management: Effectively manage executive calendars and coordinate meetings and events. This role demands prioritization skills to optimize leadership time.
Communication Handling: Act as the primary point of contact, handling calls and emails professionally. The Liaison ensures that advisors and branch professionals receive support and resources promptly.
Meeting Coordination: Responsible for scheduling meetings and calls, which includes preparing relevant materials such as agendas and presentations while following up on action items to ensure accountability.
Travel Arrangements: Coordinates all aspects of business travel, ensuring smooth arrangements for branch visits, including itinerary preparation.
Expense & Invoice Processing: Managing the financial aspects by processing business expenses, reimbursements, and invoices accurately.
Information & Document Management: This includes organizing filing systems, conducting research, and preparing documents needed for review.
Project Management: Helps manage departmental content for internal platforms and has a hand in overseeing transition processes for internal staff changes.
Project Support: Assists in organizing special projects and events, including coordinating resources and preparing necessary materials.
Case Management System Reporting: Uses Salesforce to provide reports, create mapping for branch visits, and keep communication records up to date.
Gatekeeping: Plays a protective role for executive time and priorities which involves ensuring effective communication with both internal and external partners.
General Administrative Support: Performs various administrative tasks required to support the team, such as ordering supplies and managing invoices.
Liaison Responsibilities: This role serves as the bridge between home office and branch offices, tasked with resolving escalated issues effectively and ensuring follow-through.
To succeed in this role, candidates must possess the following skills and qualifications:
Proven Experience: Significant experience as an executive assistant or in a similar administrative function supporting upper management is required.
Communication Skills: Exceptional written and verbal communication capabilities are essential, along with a professional demeanor to interact with stakeholders.
Organizational Abilities: Strong organizational and time-management skills are vital for juggling multiple projects and deadlines efficiently.
Proficiency with Microsoft Office: Candidates should have a high level of proficiency with Microsoft Office Suite (especially Outlook, Word, Excel, PowerPoint) and should be open to learning new software applications as needed.
Judgment and Discretion: This role deals with confidential information, thus sound judgment and discretion are critical.
Adaptability: The ideal candidate must be comfortable working in a fast-paced environment and exhibit flexibility and adaptability.
Problem-Solving Skills: A proactive and resourceful approach to resolving issues is necessary, emphasizing strong problem-solving abilities.
A High School Diploma is required for this position, indicating a foundational level of education suitable for the administrative responsibilities outlined.
The salary for the Division Liaison position ranges from $55,000 to $90,000 per year, depending on experience and qualifications. The company values a people-first culture, reflecting its commitment to respecting and valuing diversity within the organization. The role also allows less than 25% travel, ensuring flexibility for remote work while providing support across various locations.
At Raymond James, associates are encouraged to engage with five guiding behaviors that reinforce the firm’s core values of client-first service, integrity, independence, and a long-term conservative view. Employees are expected to:
Overall, the position of Division Liaison appeals to job seekers who enjoy a dynamic work environment, are skilled in administrative tasks, and want an opportunity at an organization that values its employees and the diverse backgrounds they bring.
This job offer was originally published on himalayas.app
This job offer summary has been generated using automated technology. While we strive for accuracy, it may not always fully capture the nuances and details of the original job posting. We recommend reviewing the complete job listing before making any decisions or applications.
