Administrative Assistant Franklin – Templeton Investments (Saint Petersburg)

Franklin Templeton Investments

Administrative Assistant828063

At Franklin Templeton, we are dedicated to delivering strong results and exceptional service to clients, team members and business partners. Over 9,000 employees working in 60 offices around the world are dedicated to servicing investment solutions for our clients in more than 150 countries. For over 65 years, our success has been a direct result of the talent, skills and persistence of our people, and we are looking for qualified candidates to join our team.

What is the US Advisory Services team responsible for?
US Advisory Services (USAS) is responsible for sales, marketing and business development throughout the US. USAS employees operate from more than eight FTI global locations to support our internal and external sales teams. USAS has five distinct US Sales Channels: Broker Dealer, Institutional, Strategic Relationship Team, Private Wealth Division & ETF, DC & VA Investment Only. Our mission is to provide personalized advice and support so effective, financial intermediaries choose Franklin Templeton as their primary Advisor to build and preserve clients’ assets.
What are the ongoing responsibilities of a USAS Administrative Assistant?
The Administrative Assistant will provide support to the US Retail Sales teams located in both Rancho Cordova, CA and St. Petersburg, FL, working closely with senior administrative assistants located on each coast to provide business continuity and additional support for both internal and external sales staff.
  • Provide administrative support for the USAS Retail Sales Team. This includes but is not limited to:
    • Process check requests for East Coast senior advisor consultants
    • Schedule SAC-requested Portfolio Manager travel/speaking engagements on behalf of West Coast senior advisor consultants
    • Coordinate CIMA and other designations for USAS retail sales staff
    • Cross train on support provided to the Divisional Sales Managers (DSM) to provide back up for Senior Administrative Assistants who support same.
    • Process expense reports as needed
    • Coordinate meetings as needed, schedule conference rooms & catering
    • Assist with on-boarding of new employees
    • Data entry into our CRM (SMART)
  • Manage and complete assigned projects as needed
  • Maintain St. Petersburg 180/1 conference rooms and schedules
  • Assist compliance manager with administrative tasks as needed
What ideal qualifications would help someone be successful?
  • Associates Degree in Business administration or related field or Administrative certification
  • 3+ years administrative experience in a professional environment supporting multiple leaders
  • Experience coordinating/maintaining busy travel schedules for senior-level leaders
  • MS Office skills including PowerPoint presentations
  • Strong organizational skills; ability to organize and maintain accurate, orderly files and records
  • Strong attention to detail
  • Ability to perform multiple tasks in a fast paced, team environment
  • Ability to assess problems quickly and determine to what level they should be elevated
What makes Franklin Templeton unique?
In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of Total Rewards—the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results.
Highlights of our benefits include:
  • Three weeks paid time off the first year
  • Medical, dental and vision insurance
  • 401(k) Retirement Plan with 75% company match on your pre-tax and/or Roth contributions, up to the IRS limits
  • Employee Stock Investment Program
  • Tuition Assistance Program
  • Purchase of company funds with no sales charge
  • Onsite fitness center and recreation center
  • Onsite cafeteria
We believe that being a good corporate citizen is good business. To us, corporate citizenship means being accountable, serving our clients, being an employer of choice, managing our environmental impact, and supporting our communities. An emphasis on corporate citizenship is embedded in our culture and values, and is an important element of how we achieve success.
We are also committed to your learning and development with resources focused around Experience, Exposure, and Education, to help you achieve your professional development goals. Take some time to, meet some of our people, and see what it means to say, “I AM Franklin Templeton”.
Franklin Templeton is an Equal Opportunity Employer. We are committed to equal employment opportunity for all applicants and existing employees and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. We invite you to visit us at to learn more about our company and our career opportunities.
JOB FUNCTION: Administration
PRIMARY LOCATION: United States-Florida-St. Petersburg
SCHEDULE: Full-time
JOB POSTING DATE: May 14, 2019, 9:15:54 AM