Data Management & Reporting Specialist

Job Description Summary

Under limited supervision, uses specialized skills and knowledge gained through education and experience to be responsible for the day-to-day activities of the department through accurate, timely, consistent, and compliant data analysis and management. Participates in projects of moderate scope and complexity and serves as a resource to resolve issues. Manages ongoing support processes, including data uploads. Develops technical documentation and user manuals and performs initial associate or advisor training. Guidance is provided to perform varied work that is somewhat difficult in character, requiring evaluation, originality, and ingenuity to make decisions. Active quality control of data through identification, researching of any discrepancies, and remediation. This involves extensive interaction with the leadership team, peers, and other departments or project stakeholders. Responsible for interacting with financial advisors to educate and troubleshoot data issues with office staff.

Raymond James’ work environment is designed to reinforce our values-based culture while supporting the competitiveness, profitability, and long-term growth of our firm. This role is a hybrid workstyle, with the associate expected to work from a Raymond James office location at least three days per week, including either Monday or Friday.

Job Description

Essential Duties and Responsibilities: 

• Ensures successful integration of onboarding advisors by providing front-line data maintenance, reconciliation, and resolution of issues from incoming data.  
• Researches, identifies, and resolves issues related to the collection of data from internal departments, third-party vendors, and onboarding advisors. 
• Maintains regular contact with internal peers, other departments, stakeholders, and clients to identify, research, and resolve issues. 
• Collaborates with other data or project associates to help resolve or remedy data discrepancies. 
• Provides timely escalation of data discrepancies to the manager or stakeholder for clarification or resolution. Tracks all escalated discrepancies until remedied. 
• Works closely with the manager and stakeholders to identify and define required data attributes and data controls to develop active data workflows. 
• Maintains appropriate department documentation (job procedures, job aids, checklists, etc.). 
• Tracks and monitors key data quality metrics. 
• Provides subject matter expertise to department peers and onboarding advisors for data-related projects or processes. 
• Proposes process improvements related to the maintenance of data. 
• Assists in coordinating the workflow of all functional areas within the department.
• Assists with process improvement initiatives, defining the problem, documenting the analysis and recommending solutions.
• Performs other duties and responsibilities as assigned. 

Knowledge, Skills, and Abilities: 

Knowledge of: 

• Asset management industry, concepts, practices, and procedures.
• Must have experience with Excel at an advanced level including knowledge of formulas, pivot tables, and macros. 

Skill in: 

• Learning and applying new information, skills, and processes quickly.
• Organization and attention to detail sufficient to prioritize multiple tasks while working in a fast-paced, dynamically changing environment.
• Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.

Ability to: 

• Learn the concepts, principles, and practices of the functional area.
• Solve medium to complex problems.
• Work independently as well as within a team environment.
• Give customer satisfaction a high priority and proactively address customer needs.
• Respond to common inquiries from the internal team and onboarding advisors.
• Communicate effectively, both orally and in writing.
• Ensure the accuracy of data, reports, correspondence, and databases.

Licenses/Certifications: None Required.

Education

High School (HS) - Completed (Required)

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.