Branch Operations Specialist

Raymond James • Saginaw, MI

7d • Onsite

About The Position

Under general supervision, the Branch Operations Specialist uses general knowledge and skills gained through training and experience to process the movement of client funds. The role follows general instructions and procedures to complete routine, standardized tasks; resolves routine questions and problems; and refers more complex issues to a higher level. The position also provides administrative and operational support to branch management, supports client account opening and onboarding, and performs other assigned duties.

Requirements

• Required education: high school diploma or equivalent, or a bachelor's degree in accounting, business administration, or finance.
• General work experience of 7 to 12 months.

Responsibilities

• Receive and direct visitors and telephone calls, and maintain records of inquiries as required.
• Sort, screen, and distribute incoming and outgoing mail.
• Process money movement of funds, 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 properly.
• 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, and stock and distribute office supplies.
• Cross-train and assist with other operational functions as required.
• Perform other duties and responsibilities as assigned.

Benefits

• Benefits package may include medical, dental, and vision coverage; life insurance; critical illness and accident insurance; disability benefits; retirement savings; paid time off, including vacation, holidays, and sick leave; and parental leave. Eligibility and specific offerings may vary by position and employment status.
• Total compensation includes base salary or wages and may include additional cash or equity compensation, discretionary bonuses, or commissions.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED