Investment Administrative Assistant

INVESTMENT ADMINISTRATIVE ASSISTANT

DEPARTMENT: Investments

CLASSIFICATION: Non-Exempt

REPORTS TO: RJFS Co-Branch Manager Operations

SUPERVISES: None

Position Summary:

This position is responsible for the administrative support of the First Farmers Investment department. The position involves handling a heavy workload with a variety of tasks in a professional manner, while coordinating all office activities to increase efficiency thereby ensuring smooth office operation.

Duties:

• Provide administrative support for Raymond James Financial Advisors
• Open new accounts, process annuity orders, deposits and appropriate paperwork
• Develop knowledge of Raymond James operation and department functionality
• Coordinate the completion of applicable annual and semi-annual reports
• Assure all office supplies are at a workable level and office equipment are in a workable status
• Answer incoming calls, route calls to appropriate staff and/or take messages
• Assure all material and forms requiring compliance approval is properly processed
• Complete all office filing
• Provide assistance with arrangements for seminars or meetings
• Process all mail
• Assist financial advisors with scheduling client appointments
• Other duties as assigned

Relationships/Qualifications:

• Responsible to the RJFS Co-Branch Manager Operations for the fulfillment of functions and responsibilities assigned
• Will have contact with the customers and public. Shall conduct all relationships in a manner that will enhance the overall marketing of the bank and department
• Strong communication and multitasking abilities needed
• Ability to be detail oriented, organized and client friendly a must, as well as proficient in Word and Excel
• Should have a minimum of two years of investment industry experience
• SIE, Series 7 Series 66 required within 18 months of employment

Working Conditions:

• Normal office environment
• Extended viewing of computer screens
• Repetitive hand and arm movement