Branch Operations Specialist (Coral Gables, FL)

Raymond James • Coral Gables, FL

4d • Onsite

About The Position

Under general supervision, the Branch Operations Specialist uses general knowledge and skills gained through training and experience to process movement of client funds. The role follows general instructions and procedures to complete routine, standardized tasks, resolves routine questions and problems, and refers more complex issues to a higher level. The position also provides administrative and operational support to branch management and supports client account opening and onboarding.

Requirements

• High school diploma or equivalent.
• One or more years of securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources.
• Advanced Spanish language proficiency.

Nice To Haves

• One or more years of securities industry or related work experience.

Responsibilities

• Receive and direct visitors and telephone calls; maintain records of inquiries as required.
• Sort, screen, and distribute incoming and outgoing mail.
• Process money movement of funds, disbursements, and check delivery.
• Transmit and receive messages with the home office.
• Process securities transactions, including transmitting, canceling, and correcting orders, and ensure delivery to the home office using proper mailing procedures with confirmation of receipt.
• Maintain cashiering documentation in accordance with compliance requirements.
• Assist branch management with audit preparation.
• Assist with opening client accounts by completing and submitting required forms correctly.
• Support client onboarding.
• Monitor document status through importing, scanning, and document submission.
• Provide general administrative support to branch management.
• Maintain, process, and update files, records, and other documents.
• Maintain inventory, stock, and distribute office supplies.
• Cross-train and assist with other operational functions as required.
• Perform other duties and responsibilities as assigned.

Benefits

• Medical, dental, and vision benefits may be available.
• Life insurance may be available.
• Critical illness insurance and accident insurance may be available.
• Disability benefits may be available.
• Retirement savings may be available.
• Paid time off, including vacation, holidays, and sick leave, may be available.
• Parental leave may be available.
• Additional compensation, including cash or equity, discretionary bonuses, or commissions, may be included.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED