Charitable Solutions Generalist

Job Description Summary Under general supervision, uses basic knowledge and skills obtained through education and experience to participate in projects for Charitable Solutions and RJ Trust. Performs entry to intermediate level project management analysis and/or project administration tasks for projects in an assigned functional area. Will also provide support as needed for Charitable New Accounts and Grants teams. Exercises moderate latitude and judgment in accordance with well-defined policies, procedures, and techniques. Duties and tasks are frequently non-routine. Job Description Essential Duties and Responsibilities Represents department on projects. Assists with research, documentation, and testing for projects. Provides assistance on process improvements efforts. Assists with requirements gathering for projects. Assists in building project plans. Assists in creating and maintaining internal project management tools. Maintains documentation and communications. Receives training in project management methodology. Provides administrative support to assigned project management teams. Assists in understanding business impacts associated with initiatives. Assists in the creation of Business Case documents to communicate and prioritize initiatives. Understands the functions completed by the new accounts and grants processors and provides support as capacity requires. Oversees and processes funding related to planned gifts and the onboarding of successors in DAF accounts. Assists with general client service needs, answering phones and email requests as they come in from the field. Performs other duties and responsibilities as assigned. Knowledge of Fundamental concepts, practices and procedures of assigned functional area. Basic concepts, practices and principles of project management methodology including project management, analysis, administration and documentation. Skill in Creating and maintaining project documentation and communications. Coordinating projects, communicating changes and progress, and completing projects on time and budget. Communicating clearly and informatively, editing work for spelling and grammar, and presenting numerical data effectively. Demonstrating accuracy and thoroughness while applying feedback to improve performance. Completing tasks on time or notifying the appropriate person with an alternate plan. Collecting, researching and analyzing data Ability to Identify and resolve problems in a timely manner. Work well in group problem solving situations. Continuously build knowledge and skills in project management and/or administration. Respond promptly to customer needs, respond to requests for service and assistance and meet commitments. Read and interpret written information. Support and explain the reasoning for decisions, as well as include appropriate people in the decision-making process. Deal with frequent change, delays, or unexpected events.

Education Bachelor's:

Business Administration, Bachelor's:

Communications, Bachelor's:

Finance Work Experience General Experience - 4 to 6 months Certifications Travel Less than 25% Workstyle Hybrid The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include 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. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com. At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to:

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.

When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #LI-AT1 Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF. Thanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch. Join our Talent Network to stay up to date on career opportunities that may be a good fit for you. Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive. As an established but ever-evolving company, you can start - or continue - growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow. Our people-first culture is outlined in our Culture Blueprint. Check it out to see why many choose to work at Raymond James - and why they stay.