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Job Information

Raymond James Financial, Inc. Grants Associate in St. Petersburg, Florida

Description

Job Summary

Under direct supervision, provides administrative support for the review and approval of grant requests submitted by RJ Charitable donors. Exchanges basic and non-routine information with internal and external clients and charities and adapts procedures, processes, and techniques to meet the requirements of the position.

Essential Duties and Responsibilities

  • Reviews incoming requests submitted by clients to determine if they meet requirements for grant approval. Refers only the most complex issues to higher level.

  • Requests and receives information from charities to determine their eligibility for receiving grants.

  • Research charities status with the IRS using resources provided.

  • Maintains a clean database for all information received from eligible organizations.

  • Collects data for preparation of various report.

  • Assists in preparing, reviewing, or auditing reports.

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

  • Performs other duties and responsibilities as assigned.

Qualifications

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.

  • 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

Education/Previous Experience

  • High school diploma or equivalent and zero (0) to two (2) years office or customer service experience.

  • OR

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

Licenses/Certifications

  • None required

Job: Trust Services

Primary Location: US-FL-St. Petersburg-Saint Petersburg

Organization Raymond James Trust Company Corp

Schedule Full-time

Job Shift Day Job

Travel No

Req ID: 2403286

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