Branch Operations Specialist

Raymond James • Saginaw, MI

9d • Onsite

About The Position

Under general supervision, the Branch Operations Specialist uses general knowledge and skills obtained through training and experience to process the movement of client funds. General instructions and procedures are provided for routine, standardized tasks. The role resolves routine questions and problems and refers more complex issues to a higher level.

The position also provides reception and administrative support, assists with client account opening and onboarding, processes securities transactions, and maintains cashiering documentation in accordance with compliance requirements. It supports branch management, including audit preparation, and performs other operational duties as assigned.

Requirements

• High school education or equivalent is required.
• General work experience of 7 to 12 months.

Nice To Haves

• Bachelor’s degree in Accounting, Business Administration, or Finance.

Responsibilities

• Receives and directs visitors and telephone calls and maintains records 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 the home office.
• Processes securities transactions, including transmitting, canceling, and correcting orders, and ensures delivery to the home office using proper mailing procedures with confirmation of receipt.
• Maintains cashiering documentation according to compliance requirements.
• Assists branch management with audit preparation.
• Assists with opening client accounts by completing and submitting required forms.
• Supports client onboarding.
• Monitors document status through importing, scanning, and submitting documents.
• Provides general administrative support to branch management.
• Maintains, processes, and updates files, records, and other documents.
• Maintains inventory and stocks and distributes office supplies.
• Cross-trains and assists with other operational functions as required.
• Performs other duties and responsibilities as assigned.

Benefits

• Medical, dental, and vision benefits may be available.
• Life insurance may be available.
• Critical illness 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.

What This Job Offers

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