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Branch Operations Specialist

Raymond James Financial, Inc.

Birmingham, MIJobNo compensation foundTracked 3w agoSeen in employer's feed 3 days ago
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At a glance

Compensation
No compensation found
Location
Birmingham, MI
Work Authorization
Not specified

Job overview

Raymond James Financial, Inc. is hiring a Branch Operations Specialist. The Branch Operations Specialist receives and directs visitors and telephone calls, manages incoming and outgoing mail, and processes money movement and securities transactions. This role also assists with audit preparation, client account opening, and provides general administrative support to branch management. 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.

Preferred (not required): Processing Securities Transactions, Client Onboarding, and Administrative Support.

Skills & qualifications

RequiredNice to have

Skills

Processing Securities TransactionsClient OnboardingAdministrative Support

Qualifications

High School Diploma or Equivalent1+ Years Securities Industry Experience1+ Years 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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