Data Management & Reporting Specialist

Location: Saint Petersburg, Florida - United States

Job Description Summary

Please note: This role is not eligible for Work Visa sponsorship, either currently or in the future.

Under limited supervision, uses specialized skills and knowledge gained through education and experience to be responsible for the day-to-day activities of the department through accurate, timely, consistent, and compliant data analysis and management. Participates in projects of moderate scope and complexity and serves as a resource to resolve issues. Manages ongoing support processes, including data uploads. Develops technical documentation and user manuals and performs initial associate or advisor training.

Guidance is provided to perform varied work that is somewhat difficult in character, requiring evaluation, originality, and ingenuity to make decisions. Active quality control of data through identification, researching of any discrepancies, and remediation. This involves extensive interaction with the leadership team, peers, and other departments or project stakeholders. Responsible for interacting with financial advisors to educate and troubleshoot data issues with office staff.

Raymond James’ work environment is designed to reinforce our values-based culture while supporting the competitiveness, profitability, and long-term growth of our firm. This role is a hybrid workstyle, with the associate expected to work from a Raymond James office location at least three days per week, including either Monday or Friday.

Essential Duties and Responsibilities

• Ensures successful integration of onboarding advisors by providing front-line data maintenance, reconciliation, and resolution of issues from incoming data.
• Researches, identifies, and resolves issues related to the collection of data from internal departments, third-party vendors, and onboarding advisors.
• Maintains regular contact with internal peers, other departments, stakeholders, and clients to identify, research, and resolve issues.
• Collaborates with other data or project associates to help resolve or remedy data discrepancies.
• Provides timely escalation of data discrepancies to the manager or stakeholder for clarification or resolution. Tracks all escalated discrepancies until remedied.
• Works closely with the manager and stakeholders to identify and define required data attributes and data controls to develop active data workflows.
• Maintains appropriate department documentation (job procedures, job aids, checklists, etc.).
• Tracks and monitors key data quality metrics.
• Provides subject matter expertise to department peers and onboarding advisors for data-related projects or processes.
• Proposes process improvements related to the maintenance of data.
• Assists in coordinating the workflow of all functional areas within the department.
• Assists with process improvement initiatives, defining the problem, documenting the analysis and recommending solutions.
• Performs other duties and responsibilities as assigned.