What are the responsibilities and job description for the Branch Operations Specialist position at Raymond James Financial, Inc.?
Job Description Summary
Job Description
Responsibilities:
- Receives and directs visitors and telephone calls; maintains record of inquiries, as required.
- Sorts, screens and distributes incoming and outgoing mail.
- Processes money movement of funds, disbursements and check delivery.
- Transmits and receives messages with home office.
- Processes securities transactions, including transmitting orders, cancellation and correction of orders and, ensuring delivery to home office according to proper mailing procedures with confirmation of receipt.
- Maintains documentation to cashiering according to compliance requirements.
- Assists branch managements with audit preparation.
- Assists with opening client accounts by properly completing and submitting required forms.
- Supports client onboarding.
- Monitors document status through importing, scanning and submission of documents.
- Provides general administrative support to branch management.
- Maintains, processes and updates files, records and other documents.
- Maintains inventory, stocks and distributes office supplies.
- Cross-trains and assists with other operational functions as required.
- Performs other duties and responsibilities as assigned.
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
Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance, High School (HS) (Required)Work Experience
General Experience - 7 to 12 monthsCertifications
Travel
Less than 25%Workstyle
ResidentAt 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:
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.