Branch Operations Specialist- Part Time- 24 Hours Per Week

Raymond James•Peoria Heights, IL

1d•$32,000 - $45,000•Onsite

About The Position

The Branch Operations Specialist is a part-time role responsible for a variety of operational and administrative tasks within a branch. This position involves direct interaction with visitors and clients, handling financial transactions, processing securities, maintaining documentation, and supporting branch management with daily operations and client account opening. The role requires attention to detail, adherence to compliance requirements, and the ability to multitask in a fast-paced environment.

Requirements

High School Diploma or equivalent
One (1) or more years securities industry or related work experience preferred
General Experience - 7 to 12 months
Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance, High School (HS) (Required)

Nice To Haves

Equivalent combination of experience, education, and/or training as approved by Human Resources.

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.