The Transition Management Specialist plays a key role in the successful onboarding and transitioning of new Advisors and their team.
Alongside the primary function of assisting new teams with all aspects of the transition process, the Transition Management Specialists builds trusted relationships and provides value added support to new Partners by leveraging key Raymond James contacts, their knowledge of key processes and ability to effectively utilize technology.
Working as part of a team, the Client Administrative Manager (CAM) is responsible for providing operational and administrative support to a Financial Advisor or team of Financial Advisors. The CAM enhances the client experience by providing exceptional client service and supporting Branch functions as needed.
Reporting to the Chief Financial Officer, the Financial Analyst position is primarily responsible for financial accounting and reporting across the firm.
The Financial Analyst will support all aspects of monthly, quarterly and annual financial reporting and will be responsible for the month-end close, journal entries, and preparation of the financial statements. In addition, the Financial Analyst will prepare the monthly balance sheet and income statement analysis schedules and maintain certain account reconciliations.