Description

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.

Qualifications

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

Job: Trust Services

Primary Location: US-FL-St. Petersburg-Saint Petersburg

Organization Raymond James Trust Company Corp

Schedule Full-time

Job Shift Day Job

Travel No

Req ID: 2401145