Branch Operations Specialist

Raymond James•Birmingham, MI

2d•Onsite

About The Position

The Branch Operations Specialist is responsible for a variety of administrative and operational tasks within a branch. This role involves managing visitor and telephone communications, handling mail, processing financial transactions, maintaining documentation, assisting with client account opening and onboarding, and providing general administrative support to branch management. The position also requires maintaining office supplies and cross-training in other operational functions.

Requirements

High School Diploma or equivalent
One (1) or more years securities industry or related work experience preferred
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.