Branch Operations Specialist

Raymond James • Decatur, IL

9d • $45,000 - $60,000 • Onsite

About The Position

The Branch Operations Specialist provides administrative and operational support to branch management and clients. The role handles visitor and telephone inquiries, mail, money movement, securities transactions, cashiering documentation, audit preparation, and client account opening and onboarding. It also monitors and processes documents, maintains records and files, manages office-supply inventory, and assists with other operational functions as needed. The position is resident-based and requires less than 25% travel.

Requirements

• High school diploma or equivalent completed.
• General work experience of 7 to 12 months.

Nice To Haves

• Completed bachelor's degree in Accounting, Business Administration, or Finance.

Responsibilities

• Receive and direct visitors and telephone calls, maintaining a record of inquiries as required.
• Sort, screen, and distribute incoming and outgoing mail.
• Process money movement, 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 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.
• Support client onboarding.
• Monitor document status through importing, scanning, and submitting documents.
• Provide general administrative support to branch management.
• Maintain, process, and update files, records, and other documents.
• Maintain inventory of office supplies and stock and distribute 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 may be available.
• Critical illness 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