Charitable Solutions Generalist

Job Description Summary

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

Work Experience

Certifications

Travel

Workstyle

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 .

At Raymond James our associates use five guiding behaviors (Develop Collaborate Decide Deliver Improve) to deliver on the firms 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.