Branch Operations Specialist

Job Description Summary

Under general supervision, uses general knowledge and skills obtained through training and experience to process money movement of client funds. General instructions and procedures are provided to perform routine standardized tasks. Resolves routine questions and problems and refers more complex issues to a higher level.

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

Education

High School (HS) (Required)

Work Experience

General Experience - 4 to 6 months

Certifications

Travel

Less than 25%

Workstyle

Resident

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave.  Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. 

We expect our associates at all levels to:
•  Grow professionally and inspire others to do the same
•  Work with and through others to achieve desired outcomes
•  Make prompt, pragmatic choices and act with the client in mind
•  Take ownership and hold themselves and others accountable for delivering results that matter
•  Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.  When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. 

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