About this role
Mutual Fund Account Services Specialist (Team Lead) I St. Petersburg, FL at Raymond James. Location: St. Petersburg, Florida, United States. Role: executing transactions, training associates, researching issues Requirements: Process and research mutual fund and account transactions, coach and train associates, perform reconciliations and analysis, and follow policies and regulatory standards. Bachelor’s in finance/accounting/business or HS; 7–12 months general experience. Category: Finance and Accounting Seniority: Entry Level Tools: Microsoft Excel, Microsoft Word, Microsoft Outlook Commitment: Full Time Workplace: Hybrid Languages: English