New Accounts Associate, James Charitable

About the Role

The New Accounts Associate provides operational and administrative support to the Raymond James Charitable Endowment Fund team. This position is primarily responsible for processing transactions and maintaining charitable giving accounts while ensuring a high level of accuracy, efficiency, and client service. The ideal candidate will be detail-oriented, organized, and capable of managing multiple priorities in a deadline-driven environment. Working under general supervision, the associate will process a variety of routine and specialized transactions, perform account maintenance activities, and support departmental initiatives.

Key Responsibilities

• Process charitable giving transactions, including new account establishment, contributions and incoming assets, charity vetting and due diligence reviews, grant approvals and distributions, and ongoing account maintenance.
• Review transactions and account documentation for completeness, accuracy, and compliance with policies and procedures.
• Conduct research and resolve routine processing exceptions, escalating more complex issues as needed.
• Enter, update, and verify information within company systems to ensure data integrity and accurate recordkeeping.
• Communicate professionally with internal associates, financial advisors, charitable organizations, and donors via email and telephone.
• Respond to inquiries and provide exceptional service while adhering to service level agreements and quality standards.
• Support department projects, process improvement initiatives, and other assignments as directed by management.
• Maintain a high level of attention to detail while consistently meeting productivity, quality, and timeliness expectations.
• Follow all applicable regulatory requirements, operational procedures, and internal policies.

Requirements & Tech Stack

• Proficiency with Microsoft Office applications and business systems.

Qualifications

• Strong attention to detail and commitment to accuracy.
• Excellent organizational and time management skills.
• Ability to manage multiple tasks and priorities in a fast-paced environment.
• Strong written and verbal communication skills.
• Customer service mindset with a professional and positive approach.
• Ability to research, analyze, and resolve routine issues independently.
• 4 to 6 months of general experience.
• Hybrid workstyle.
• Travel less than 25%.