Raymond James Commission Processing Created By Jay Lanstein Thomas Hobson Nicholas Wong.

Slides:

Advertisements

Similar presentations

MY NCBI (module 4.5). MODULE 4.5 PubMed/How to Use MY NCBI Instructions - This part of the: course is a PowerPoint demonstration intended to introduce.

Advertisements

MY NCBI (module 4.5). MODULE 4.5 PubMed/How to Use MY NCBI Instructions - This part of the: course is a PowerPoint demonstration intended to introduce.

This demonstration will be taking you through the new look ‘Fees’ tab in SMT.

Trails End Popcorn System for Unit Leaders. Is it hard? How does it work? 1. Log In 2. Add your Scout List (optional but good!) 3. Approve Scout Orders.

Employee Self-Service (ESS). Agenda Introduction 1 Terminology 2 Employee Self-Service Components 3 More Information 4 Questions & Answers 5.

Online, Web-Based Data Collection System February, 2011.

Services Course Windows Live SkyDrive Participant Guide.

GP2013 (R2) New features in GP2013 (R2). New Ribbon for windows Edit List is the Print button on the right without the paper background Action pane can.

Google Apps Access Google Apps from the Parkland Intranet Page:

1099 Pro, Inc. – Software for Pro Enterprise Edition Features.

Grading Your Sections Updated 4/14/2011. Grade Collection System Changes Grade entry at any time based on the section’s calendar (beginning/ending dates)

Copyright 2007, Paradigm Publishing Inc. EXCEL 2007 Chapter 6 BACKNEXTEND 6-1 LINKS TO OBJECTIVES Workbook properties Workbook properties Workbook Sharing.

Press Esc to Exit ©2011 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in.

Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.

London & Zurich Plc User Guide. Service Benefits Full on-line management of client accounts Paperless direct debit – no signatures required Standing orders.

 Corporate Profile  BOSS Overview  Current Solutions  BOSS Modules  COLORS - New BOSS Web Module  BOSS Benefits  Supplier XML Services and BOSS.

Microsoft Excel 2003 Illustrated Complete Excel Files and Incorporating Web Information Sharing.

MVP Plan Administrators, Inc.. At the login page, you will enter the following: Click “Logon”

Freedom – the client and business management system for IFAs Main Menu Access all areas of Freedom simply with the buttons on this screen.

User Guide. Service Benefits  Full on-line management of client accounts  Paperless direct debit – no signatures required  Standing orders fixed not.

The basics of the Online Portal

Entering a Purchase Request Draft Departmental User Instructions June 2014.

System Basics and Structure. NOTE: Not Rostered – refers to team assignment in club tab only. It DOES NOT mean the player is officially.

Your on-line connection to Ferraz Shawmut; Getting Started Login / out Contact Us Home Page, Account Inquiry My E-Account Account Status Ordering Options.

Microsoft Office 2003: Advanced 1 ADVANCED MICROSOFT EXCEL Lesson 16 Using Templates and Protection.

Verify your data entry You could use data types and field properties for adding any validation on your date: EX: Data type: number : allow the user to.

E-Volunteer AGENCY ADMINISTRATION

October 2003Bent Thomsen - FIT 3-21 IT – som værktøj Bent Thomsen Institut for Datalogi Aalborg Universitet.

MPA Online Entering Solos, Ensembles, and Bands. The first step is to log into MPA Online at: You will need.

Introduction to the WebBoard Terry Dennis. The WebBoard - Our Connection The WebBoard URL is

ERA Manager Training December 19, Propriety and Confidential. Do not distribute. 2 ERA Manager Overview In an effort to reduce the need for Providers,

1 Data List Spreadsheets or simple databases - a different use of Spreadsheets Bent Thomsen.

PD-Online.ca How to use the online administration of Personality Dimensions®

Assessment for Learning Questionnaire Staff Guide.

Step Two: Import Contacts. As mentioned in Step One, you can Quick Add Contacts one at a time. Adding contacts this way will only require input of the.

Table of Contents GO TX Overview System Masters System Users System Instruments System Risk.

1. To start the process, Warehouse Stationery (WSL) will invite you to use The Warehouse Group Supplier Electronic Portal and will send you the link to.

TSH User Group Meeting 2010 MDS Enhancements TSH User Group Meeting 2010.

SIGNZ V3.39 Centre Proposals SIGNZ V3.39 Centre Proposals.

Free Powerpoint Templates Page 1 Free Powerpoint Templates Ray Payroll Management.

Lesson 12: Creating a Manual and Using Mail Merge.

Diagnostic Pathfinder for Instructors. Diagnostic Pathfinder Local File vs. Database Normal operations Expert operations Admin operations.

Course ILT Forms and queries Unit objectives Create forms by using AutoForm and the Form Wizard, and add or modify form headers and footers Open and enter.

Microsoft Office 2013: In Practice Chapter 4 Creating and Using Forms and Reports Copyright © 2014 by The McGraw-Hill Companies, Inc. All rights reserved.McGraw-Hill/Irwin.

Online Surveys Jacqui James and Malcolm Roberts School of Education.

Creating a Syllabus on the ADX System Created by Larry Rowell and Bill Bolton.

Agenda Complete the survey ( View responses Forms- getting started (quick review) Forms- branching,

If you haven’t activated your Edline account contact Ms. Callwood.

Minnesota: Land of 10,000 E-Folios Going online with eFolio Minnesota Paul Wasko – Project Director.

Online Surveys Jacqui James Malcolm Roberts School of Education.

Training Guide Copy/Print. Log into Inside Augsburg.

Login screen. Home screen Steps to create a new Graph Click on Graph Master from menu to create a new graph Once the Graph is created, click on Previous.

Using PCM Virtual Class By: Mr.Shesha Kanta Pangeni, PhD scholar, KU Mr.Padam Raj Pant Consultant/Expert in ICT in Education Contact:

Lesson 7: Using Mail Merge

Day in the Life (DITL) Production Operations with Energy Builder Copyright © 2015 EDataViz LLC.

Chapter 11 Collaboration Features for Workbooks Microsoft Excel 2013.

Invoices and Service Invoices Training Presentation for Raytheon Supply Chain Platform (RSCP) April 2016.

Finance Business Solutions – User Support & Training

Fox Scientific, Inc. ONLINE ORDERING 101. Welcome to our website On our main page you can find current promotions, the vendors we offer, technical references.

TOPSpro Special Topics VI:TOPSpro for Instructors.

Using PCM Virtual Class

Microsoft WorkSpace Step by Step Guide January 2017.

Web address to access School of Medicine Applications:

Services Course 9/9/2018 3:37 PM Services Course Windows Live SkyDrive Participant Guide © 2008 Microsoft Corporation. All rights reserved.

Research Grants Financial Reporting

PersonalChefOffice .com

Ohio Web Portal Ohio Edison, Illuminating Company, Toledo Edison

EFF Factor Training Program

Bent Thomsen Institut for Datalogi Aalborg Universitet

Presentation transcript:

Raymond James Commission Processing Created By Jay Lanstein Thomas Hobson Nicholas Wong

Background Information  Founded in 1962  2200 locations  On the New York Stock Exchange (RJF)  Financial services

What is it?  Online Commission Tasks Everything done online  Financial assistant Representatives Commissions Handling Payouts Trade Modifying Trade History Repots

Adding Reps  Only IT department can add Reps Rep number Rep title  Reps need an I&E account  Boss = system

Net Overrides  Override Gross System  Commission Branch manager is paid %paid I&E account Rep’s Name

Net allocation  Multiple Reps  Up to 4 allocations  Must be total to 100%  Similar to Net Overrides inputs

Rep Modifying pt1  Deleting Reps manually Drop down menu

Rep Modifying pt2  Modify Payout/Ticket Charge Information for rep Edit payout Edit Ticket

 Rules 1 or 2 sets the charge  Charge 1 applies to Tier 1 “ “  Charge type Mini/Max or %  Yes button, allows forced overrides.

Bulk Charges  Similar to Ticket Charging Convenience Set for all the same ticket

Monthly Process  The RJ head sends a spreadsheet Browse and Upload Excel Spreadsheet  Making Changes Trade and expense changes -update files and upload again

Commissions  Error protection on – first time  Error protection off – re-uploading/ applying changes

Viewing Trades  Viewing commissions of: Single rep Multiple reps  Generate reports Sorting Filtering

Generating Rep Summaries and Entry Blotters  Choose months for the production date  Comes in two formats Excel sheet for rep summary Web page for blotter

Rep. Restrictions  Sometimes the rep is not allowed to view their production  There is an option to allow them to see it  Restricted because they are under investigation

Security  When the report is not completed, the reps get an telling them this  There are drop down boxes allowing them to see only their rep number If branch manager, they will be able to see their clients rep # also  Superusers have a box that allows them to type in the rep #, not a drop down arrow

Sponsorship  Raymond James Stadium  “Kicking for Kids”

THANKS FOR BEARING WITH US