Top 88 Finance operations occupations Jobs in Largo, Fl

Account Transfer Associate | St. Petersburg, FL
Raymond James Financial, Inc. —Saint Petersburg, FL
- Full-time
- Hybrid work
- Research
- Office
- Finance
- Paid holidays
- Health insurance
9d
Operations Specialist I
Raymond James Financial, Inc. —Saint Petersburg, FL
- $18.75 - $25.00 an hour
- Basic math
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
12d
Trader, Operations
Osaic —Saint Petersburg, FL
- $60,000 - $65,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Health insurance
- Dental insurance
Director of Operations
Riverwalk Wealth Advisors —Tampa, FL
- Full-time
- Hybrid work
- Background check
- 5 years
- Office
- Profit sharing
- Paid holidays
Quick Apply
Treasury Management Specialist (Tampa or Lakeland)
Bank of Central Florida —Tampa, FL
- $45,000 - $60,000 a year
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
Quick Apply
Trust Operations Representative
Raymond James Financial, Inc. —Saint Petersburg, FL
- Full-time
- Writing skills
- Research
- Mid-level
- Paid holidays
- Health insurance
13d
Registered Client Service Associate (Clearwater, FL)
Raymond James Financial, Inc. —Clearwater, FL
- Full-time
- Writing skills
- Research
- Mid-level
- Paid holidays
- Health insurance
8d
Expense Fraud Analyst
Deloitte —Tampa, FL
- $63,000 - $105,000 a year
- Full-time
- Microsoft Outlook
- Mid-level
- Finance
9d
Corporate Banking Operations Analyst
MUFG —Tampa, FL
- $69,000 - $88,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- Office
- Paid parental leave
- Paid holidays
Relationship Associate - Custody
Franklin Templeton Investments —Saint Petersburg, FL
- $60,000 - $84,000 a year
- Email
- Hybrid work
- Mid-level
- Office
- 3 years
- Paid holidays
- Paid time off
4d
Operations Processing Specialist
Osaic —Saint Petersburg, FL
- $43,000 - $48,000 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- Office
- Health insurance
- Dental insurance
Manager, Operations | New Accounts
Raymond James Financial, Inc. —Saint Petersburg, FL
- Full-time
- Hybrid work
- High school
- Office
- High school diploma or GED
- Paid holidays
- Health insurance
Securitization - Analyst
MUFG —Tampa, FL
- $67,000 - $89,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Background check
- Mid-level
- Paid parental leave
- Paid holidays
Associate, Clearing Operations
Webull Financial —Saint Petersburg, FL
- $75,000 - $90,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Commuter assistance
- Paid parental leave
Quick Apply
Chief Compliance Officer
Webull Financial —Saint Petersburg, FL
- $165,000 - $185,000 a year
- 6 years
- Office
- Continuous improvement
- Commuter assistance
- Paid parental leave
Payments Analyst
MUFG —Tampa, FL
- $61,000 - $77,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- Office
- Paid parental leave
- Paid holidays
Tax Reporting Associate
Raymond James Financial, Inc. —Saint Petersburg, FL
- Full-time
- Hybrid work
- Basic math
- Research
- Office
- Paid holidays
- Health insurance
Director of Futures Operations
Webull Financial —Saint Petersburg, FL
- $165,000 - $205,000 a year
- Research
- Office
- Senior level
- Commuter assistance
- Paid parental leave
Operations Specialist - Raymond James Investment Management
Raymond James Financial, Inc. —Saint Petersburg, FL
- Full-time
- Research
- Mid-level
- Office
- Paid holidays
- Health insurance
3d
Senior Analyst, AML & Financial Crimes – EDD
Raymond James Financial, Inc. —Saint Petersburg, FL
- Full-time
- Research
- Office
- 3 years
- Paid holidays
- Health insurance
10d

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Account Transfer Associate | St. Petersburg, FL

Raymond James Financial, Inc. -
Saint Petersburg, FL

Apply Now

Job Details

Full-time
9 days ago

Benefits

Paid holidays
Health insurance
Dental insurance
Paid time off
Parental leave
Vision insurance
Life insurance

Qualifications

Customer communication
High school diploma or GED

Full Job Description

Job Description Summary

The Account Transfer Associate is responsible for facilitating the external transfer of client assets by leveraging skills acquired through experience and ongoing training. This role includes researching and resolving complex issues, monitoring workflow for efficiency, and maintaining accurate departmental metrics. The associate also provides standard client support services by assisting internal associates and/or Financial Advisors in addressing and resolving escalated inquiries. They regularly engage with internal customers, recommending solutions to moderately complex problems and ensuring a high standard of professionalism and service. This position requires strong analytical capabilities, exceptional communication skills, and a client-first mindset when delivering operational support across teams.

This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration. In office days will be 3 per week averaging 12 days per month in our St. Petersburg, FL Corporate Office.

Onsite Training Requirement: First 30 days required to be onsite Monday-Thursday.

Job Description

Responsibilities:

Reviews and approve client requests to transfer accounts to and from contra firms.
Screens incoming or outgoing client requests and verifies all necessary legal documentation that accompanies the client signed documents.
Scrutinizes information contained in all types of transfer forms and letters of authorization.
Assist with various requests for information, referring more complex matters to colleagues.
Answer the telephone and assist callers or those making varied inquiries by email or mail with any basic requests for information, directing more complex matters to colleagues, as necessary.
Carry out standard customer service activities and handle simple customer inquiries.
Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility.
Enter data into standard branch systems, reviewing and verifying it for accuracy. This includes handling and documenting counter transactions.
Maintain files and records.
Organize own work schedule each day in line with changing priorities.
Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Develop and maintain excellent procedural or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.

Knowledge of:

Each type of security held by the firm and an understanding of the similarities and differences of each security, especially in terms of their complexities.
Various industry rules and regulations that must be followed when transferring accounts.
Other Home Office Operations departments.
Various required legal documentation needed to process requests.

Skills:

Uses clear and effective verbal communications skills under supervision to express ideas, request actions and formulate plans or policies.
Supports business processes under supervision by applying an understanding and effective use of standard office equipment and standard software packages.
Works under supervision to develop appropriate plans or perform necessary actions based on recommendations and requirements.
Works to make every customer interaction positive by leaving the customer feeling understood, appreciated, and confident in the organization's ability. Typically works under close supervision.
Works to navigate customer conversations by leveraging the four parts of a service conversation: open, learn, reply, and close. Typically works under close supervision.
Works under supervision to plan, organize, prioritize and oversee activities to efficiently meet business objectives.
Works under supervision to develop, monitor, interpret and understand policies and procedures, while making sure they match organizational strategies and objectives.
Works to connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences. Typically works under close supervision.
Works under supervision to analyze data from multiple sources to draw appropriate conclusions and make suitable recommendations.
Receives, monitors and deals with allocated customers at an elementary level, working under supervision.
Applies understanding of the business environment and objectives to develop solutions under supervision.
Works under supervision to meet high customer service standards.
Works under to understand and effectively operate all customer management systems.
Works under supervision to perform data analysis for use in reports to help guide decision making.
Works under supervision to select, deploy and get the best results from the most appropriate office system.

Education

Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance, High School (HS) (Required)

Work Experience

General Experience - 4 to 6 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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Refine Your Search

finance operations occupations jobs in largo, fl

Account Transfer Associate | St. Petersburg, FL

Operations Specialist I

Trader, Operations

Director of Operations

Treasury Management Specialist (Tampa or Lakeland)

Trust Operations Representative

Registered Client Service Associate (Clearwater, FL)

Expense Fraud Analyst

Corporate Banking Operations Analyst

Relationship Associate - Custody

Operations Processing Specialist

Manager, Operations | New Accounts

Securitization - Analyst

Associate, Clearing Operations

Chief Compliance Officer

Payments Analyst

Tax Reporting Associate

Director of Futures Operations

Operations Specialist - Raymond James Investment Management

Senior Analyst, AML & Financial Crimes – EDD

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