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Part-time Branch Operations Specialist

Part-time

Raymond James Financial, Inc.

Mandeville, LAPart-timeNo compensation foundTracked 2w agoSeen in employer's feed 3 days ago
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At a glance

Compensation
No compensation found
Location
Mandeville, LA
Schedule
Part-time
Work Authorization
Not specified

Job overview

Raymond James Financial, Inc. is hiring a Part-time Branch Operations Specialist. The Branch Operations Specialist receives visitors and telephone calls, sorts and distributes mail, processes money movement and securities transactions, maintains documentation for compliance, assists with audit preparation, supports client onboarding and account opening, manages document scanning and filing, maintains inventory, cross‑trains staff, and provides general administrative support.

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

Preferred (not required): Receiving Visitors, Directing Visitors, Telephone Calls, and Record Keeping.

Skills & qualifications

RequiredNice to have

Skills

Receiving VisitorsDirecting VisitorsTelephone CallsRecord KeepingSorting MailScreening MailDistributing MailProcessing Money MovementDisbursementsCheck DeliveryTransmitting MessagesReceiving MessagesProcessing Securities TransactionsTransmitting OrdersCancellation of OrdersCorrection of OrdersEnsuring Delivery to Home OfficeMaintaining DocumentationCompliance RequirementsAudit PreparationOpening Client AccountsCompleting FormsSubmitting FormsClient OnboardingMonitoring Document StatusImporting DocumentsScanning DocumentsSubmission of DocumentsAdministrative SupportMaintaining FilesProcessing FilesUpdating FilesMaintaining RecordsMaintaining InventoryStocking Office SuppliesDistributing Office SuppliesCross-TrainingOperational Functions

Qualifications

High School Diploma or Equivalent1+ 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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