Part-Time Branch Operations Specialist (25 Hours Per Week)

Raymond James•Ketchum, ID

2d•Onsite

About The Position

This is a part-time position (25 hours per week) where the Branch Operations Specialist will be responsible for a variety of operational and administrative tasks to support branch management and client services. The role involves handling daily branch operations, client account opening, document management, and general administrative support, ensuring compliance with industry regulations and company procedures.

Requirements

High School Diploma or equivalent
One (1) or more years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources.
General Experience - 7 to 12 months

Nice To Haves

Bachelor’s: Accounting
Bachelor’s: Business Administration
Bachelor’s: Finance

Responsibilities

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