Description

Job Summary

Under general supervision, uses specialized knowledge and skills obtained through education, experience and/or, specialized training to serve as a liaison between the frontline staff and the leadership teams to provide solutions to meet business unit needs. Provides programs to improve operational efficiency, consistency, and compliance to support the department. Implement business practices and processes. Develops, communicates, and trains the department on business practices and processes. Resolves or recommends solutions to moderately complex problems. Extensive contact with internal customers is required to identify, research, and resolve problems. May train or lead the work of others and leads projects of moderate scope in various facets of operational processing, oversight and quality assurance.

Essential Duties and Responsibilities

• Work with functional areas within the department to understand the business case and primary objectives of new projects.

• Collaborate with stakeholders to ensure strategic alignment on initiatives and projects.

• Ability to be involved in numerous projects simultaneously and understand how to prioritize alongside supporting operational functions.

• Reviews operational procedures and methods; maps current business processes; defines and analyzes business activities; identifies best practices; and recommends improvements.

• Consults with users to identify, analyze, refine, and document business requirements.

• Perform gap analysis and translate findings into business process and/or system requirements;

• Support quality assurance reviews of operational processes and oversight.

• Gather data to better forecast and optimize utilization of staff. Develop and define metrics (i.e.. productivity, quality, staffing) for department targets.

• Other duties as assigned.

Qualifications

Knowledge, Skills, and Abilities

Knowledge of

• Functional, operational, and technical requirements of assigned project(s)/business unit initiatives.

• Back-office concepts, practices and procedures used in the securities industry.

• General financial industry knowledge and knowledge of supported business area.

• Concepts, practices, and procedures analyzing business processes. Business analytics and process improvement.

Skill in

• Verbal and written communication;

• Analytics and problem solving; and decision making.

• Preparing various reports, summaries, surveys, and written recommendations.

• Developing and maintaining project plans.

• Business Analysis tools: Microsoft Office suite (Word, Excel, PowerPoint, and Outlook).

Ability to

• Work cross-functionally within an organization to accomplish objectives;

• Maintain a strong attention to detail;

• Communicate effectively with a broad range of audiences;

• Quickly learn new concepts, systems, and processes;

• Establish priorities and meet project time and quality targets; and

• Work independently and with minimal supervision.

• Establish and maintain effective working relationships with others.

• Ask pointed questions to verify clear understanding of client issues.

• Analyze a business function and derive a set of requirements to satisfy a general request.

• Take ownership of an aspect or task on a project with little to no assistance.

Educational/Previous Experience Requirements

Education/Previous Experience

• Bachelor’s degree.

• Requires technical and business knowledge, training, and understanding of job's requirements.

• Requires a minimum of two (2) years of relevant work experience.

OR

• Any equivalent combination of experience, education, and/or training approved by Human Resources.

• Financial services industry experience is a definite asset.

Licenses/Certifications

• None

Job: Trust Services

Primary Location: US-FL-St. Petersburg-Saint Petersburg

Organization Raymond James Trust Company Corp

Schedule Full-time

Job Shift Day Job

Travel No

Req ID: 2403769