What are the responsibilities and job description for the Branch Office Assistant position at Raymond James Financial Services, Inc.?
Job Summary
We are seeking a reliable, detail-oriented Branch Office Assistant to support the daily operations of a professional financial services office. This role is often the first point of contact for clients—both in person and over the phone—and plays a key role in ensuring the office runs smoothly, efficiently, and with a high level of professionalism.
Responsibilities
- Greet visitors and clients warmly, providing excellent customer service at the front desk
- Manage multi-line phone systems, directing calls efficiently and professionally
- Handle data entry, filing, and document proofreading to maintain accurate records
- Support calendar management and scheduling for staff appointments and meetings
- Assist with office supply inventory, ordering supplies as needed to ensure operational continuity
- Maintain a clean, organized reception area and ensure all office equipment functions properly
Requirements
- Proven experience in office administration or clerical roles with strong organizational skills
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and Google Workspace tools
- Excellent phone etiquette and customer service skills
- Familiarity with multi-line phone systems, data entry, filing, and proofreading tasks
- Previous experience in financial office or banking roles or as a personal assistant is advantageous
- Demonstrated ability to manage time effectively while handling multiple responsibilities simultaneously
Join us as a Branch Office Assistant where your energy, organizational talent, and dedication will contribute directly to our success. We value proactive individuals who thrive in fast-paced environments and are eager to support our team’s growth. This is more than just an administrative role — it’s an opportunity to develop your career while making a positive impact every day!
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
201 S River St
Seguin TX 78155
(830) 372-3160
Pay: $18.00 - $20.00 per hour
Benefits:
- 401(k) matching
- Flexible schedule
- Retirement plan
Work Location: In person
Salary : $18 - $20