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: Finance, Bachelor’s: Marketing

Work Experience

General Experience - 4 to 6 months, Manager Experience - None

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 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

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