Branch Operations Specialist

Raymond James • Birmingham, MI

2d • Onsite

About The Position

The Branch Operations Specialist provides operational and administrative support to branch management and clients. The role handles visitor and telephone inquiries, mail, money movement, securities transactions, cashiering documentation, account-opening paperwork, client onboarding, and document tracking. It also supports audit preparation, office supply inventory, and other branch operational functions as needed. The position is resident, with travel listed as less than 25%.

Requirements

• High school diploma or equivalent required.
• 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.
• High school completion is listed as required; completed bachelor's degrees in Accounting, Business Administration, or Finance are also listed in the education details.
• No licenses or certifications required.

Nice To Haves

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

Responsibilities

• Receive and direct visitors and telephone calls, maintaining records of inquiries as required.
• Sort, screen, and distribute incoming and outgoing mail.
• Process money movement, including fund 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 according to proper mailing procedures with confirmation of receipt.
• Maintain cashiering documentation according to 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 may be available.
• Disability benefits may be available.
• Retirement savings benefits may be available.
• Paid time off, including vacation, holidays, and sick leave, may be available.
• Parental leave may be available.
• 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