Part-Time Branch Operations Specialist-Anniston, AL

Part-time

Raymond James Financial, Inc.

Anniston, ALPart-timePosted 4mo agoSeen in employer's feed today

Anniston, ALPart-timeNo compensation foundPosted 4mo agoSeen in employer's feed today

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At a glance

Compensation

No compensation found

Location

Anniston, AL

Schedule

Part-time

Work Authorization

Not specified

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Job overview

Raymond James Financial, Inc. is hiring a Part-Time Branch Operations Specialist-Anniston, AL. The Part-Time Branch Operations Specialist receives and directs visitors and telephone calls, processes money movement and securities transactions, and maintains documentation according to compliance requirements. This role also assists branch management with audit preparation, client onboarding, and provides general administrative support. The specialist monitors document status and maintains office supplies.

Key focus areas include Receive and direct visitors and telephone calls, Sort, screen and distribute incoming and outgoing mail, and Process money movement of funds, disbursements and check delivery.

Skills & qualifications

RequiredNice to have

Qualifications

High School Diploma or EquivalentOne or More Years Securities Industry or Related Work Experience

Full job description

Responsibilities:

Receives and directs visitors and telephone calls; maintains record of inquiries, asrequired.
Sorts, screens and distributes incoming and outgoingmail.
Processes money movement of funds, disbursements and checkdelivery.
Transmits and receives messages with homeoffice.
Processessecuritiestransactions,includingtransmittingorders,cancellationandcorrectionoforders and, ensuring delivery to home office according to proper mailing procedures with confirmation of receipt.
Maintains documentation to cashiering according to compliancerequirements.
Assists branch managements with auditpreparation.
Assists with opening client accounts by properly completing and submitting requiredforms.
Supports clientonboarding.
Monitors document status through importing, scanning and submission ofdocuments.
Provides general administrative support to branchmanagement.
Maintains, processes and updates files, records and otherdocuments.
Maintains inventory, stocks and distributes officesupplies.
Cross-trains and assists with other operational functions asrequired.
Performs other duties and responsibilities asassigned.

Education/Previous Experience

High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources.

Licenses/Certifications

None

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