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Raymond James

Traveling Transition Support Associate

Raymond James

Traveling Transition Support Associate role with Raymond James, focusing on resolving customer queries and handling administrative processes with 100% travel requirements.

Posted 7/25/2026full-timeRemote • Florida, Missouri, Tennessee • 🇺🇸 United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates the ability to resolve complex queries and provide guidance on process design while effectively managing administrative procedures and documentation. Builds strong relationships within client organizations to facilitate communication and collaboration.

Highest-signal resume keywords
Complex Problem SolvingProcess DesignData InterpretationAdministrative ProceduresRelationship Building

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Data InterpretationAdministrative ProceduresDocument PreparationProcess Design
Soft Skills
Effective CommunicationCollaboration
Certifications & Qualifications
FINRA SIE
Industry Keywords
Complex ProcessesInternal Client OrganizationPolicy Interpretation

About the role

Key responsibilities & impact
  • Resolve queries from internal or external customers or suppliers by providing information on complex processes and the related policies, referring issues to others where necessary for interpretation of policy.
  • Interpret data and identify possible answers.
  • Advise others on how to design new processes and systems that meet professional standards.
  • Work on complex administrative processes and databases to develop and test administrative procedures.
  • Organize and prepare complex documents using a variety of applications.
  • Build effective working relationships within the internal client organization.

Requirements

What you’ll need
  • High School (HS) (Required)
  • General Experience - 13 months to 3 years
  • FINRA SIE - Not required, but highly preferred

Benefits

Comp & perks
  • medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave