Senior Sales Coordinator - RJ Trust

Job Description Summary

Under limited supervision uses knowledge and skills obtained through experience, training and/or certification coordinates and supports sales activities for Raymond James Trust. Communicates information with internal and external customers and adapts procedures, processes, and techniques to accomplish the requirements of the position. Responsible for organizing and planning logistics for regional events. Serves as a resource to others in the resolution of problems and issues.

Job Description

Essential Duties and Responsibilities

• Answers questions from Financial Advisors and prospective clients regarding general trust and estate planning concepts, each level of service provided by the Trust Company, as well as fee schedules.
• Builds and maintains working relationships through communication and follow ups with the client and/or the Financial Advisor.
• Applies advanced skills and procedures appropriate for the position within assigned functional area.
• Performs duties and tasks that reflect substantial variety and complexity.
• Assists others in the resolution of complex problems and issues.
• Schedules, reports, and tracks information for department.
• Compiles data for reports and collates into a single report.
• Assists in preparing, reviewing, or auditing reports.
• Assists with more complex research and investigation.
• May prepare analysis of information.
• Takes lead answering the general Sales Line.
• May assist in orienting and training lower level employees.
• Performs other duties and responsibilities as assigned.

Knowledge of

• Basic office practices, procedures and methods.
• Basic mathematical calculations.
• Basic principles and practices of event planning for events.
• Key internal and/or external contacts to request assistance from or utilize expertise.

Skill in

• Organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines.
• Operating standard office equipment and using required software applications to produce correspondence, electronic communication and maintain spreadsheets and databases.
• Providing on-site coordination of events.
• Researching, planning and executing logistics for events.

Ability to

• Build solid, effective working relationships with others.
• Collaborate with others in the development of their skills.
• Execute instructions and request clarification when necessary.
• Provide courteous, timely service when addressing customer questions and concerns.
• Speak clearly and concisely.
• Convey information clearly and effectively through both formal and informal documents.
• Constructively work under stress and pressure when faced with high workloads and deadlines.
• Plan, organize, and coordinate work assignments.
• Promote team cohesiveness, cooperation, and effectiveness.
• Balance conflicting resource and priority demands.
• Work independently with minimal supervision.

Education

High School (HS)

Work Experience

General Experience - 7 to 12 months

Certifications

Travel

Less than 25%

Workstyle

Hybrid

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. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave.  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.

 

 

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. 

We expect our associates at all levels to:
•  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

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.  When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. 

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