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.
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.
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
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
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 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