Branch Operations Specialist (Coral Gables, FL)

Raymond James • Coral Gables, FL

5d • Onsite

About The Position

Under general supervision, the Branch Operations Specialist uses general knowledge and skills gained through training and experience to process client-fund movements. 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 provides operational and administrative support to branch management and supports client account opening and onboarding. It processes fund movements and securities transactions, monitors required documentation, and maintains records in accordance with compliance requirements.

Requirements

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

Nice To Haves

• One or more years of securities industry or related work experience.
• A bachelor's degree in Accounting, Business Administration, or Finance.

Responsibilities

• Receive and direct visitors and telephone calls, and maintain a record of inquiries as required.
• Sort, screen, and distribute incoming and outgoing mail.
• Process money movements, fund disbursements, and check delivery.
• Transmit and receive messages with the home office.
• Process securities transactions, including transmitting, cancelling, and correcting orders, and ensure delivery to the home office according to 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.
• Support client onboarding.
• Monitor document status through importing, scanning, and submission of documents.
• Provide general administrative support to branch management.
• Maintain, process, and update files, records, and other documents.
• Maintain inventory and 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 coverage may be available.
• Life insurance.
• Critical illness insurance and accident insurance.
• Disability benefits.
• Retirement savings.
• Paid time off, including vacation, holidays, and sick leave.
• Parental leave.
• Additional compensation may include cash or equity, discretionary bonuses, or commissions.

What This Job Offers

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