Raymond James Financial, Inc. Data Processing Clerk (Excel) in United States

Job Summary:

Provides some advanced administrative support of a function within a unit or department through clerical skills. Exchanges basic and non-routine information with internal and external customers and adapts procedures, processes, and techniques to meet the more complex requirements of the position.

Essential Duties and Responsibilities:

• Applies some advanced skills and procedures appropriate for the position within assigned functional area.

• Performs duties and tasks that are frequently non-routine. Refers only the most complex issues to higher level.

• Schedules, reports, and tracks information for department.

• Collects data for preparation of various reports and variance analyses.

• Compiles data for reports and collates into a single report.

• Assists in preparing, reviewing, or auditing reports.

• Assists with more complex research and investigation. May prepare analyses of information.

• Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities:

Knowledge of:

• Basic office practices, procedures and methods.

• Basic mathematical calculations.

Skill in:

• Organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines.

• Operating standard office equipment and using required software applications to produce correspondence, electronic communication and maintain spreadsheets and databases.

Ability to:

• Build solid, effective working relationships with others.

• Coach others in the development of their skills.

• Execute instructions and request clarification when necessary.

• Provide courteous, timely service when addressing customer questions and concerns.

• Speak clearly and concisely.

• Convey information clearly and effectively through both formal and informal documents.

• Constructively work under stress and pressure when faced with high workloads and deadlines.

Educational/Previous Experience Requirements:

• High school diploma or equivalent and (2) two - (5) five years office or customer service experience.


• An equivalent combination of education, experience and/or training.


• None required.

Job: Administrative & Support Services

Organization: Equity Research

Title: Data Processing Clerk (Excel)

Location: United States

Requisition ID: 1900584

Other Locations: US-FL-St. Petersburg-Saint Petersburg

Raymond James Bank is an EOE/AA and VEVRAA Federal Contractor

Priority will be given to protected veterans

EOE Protected Veterans/Disability