Branch Operations Specialist

Raymond James • Birmingham, MI

1d

About The Position

The Branch Operations Specialist provides administrative and operational support to branch management and clients. Responsibilities include handling visitors and telephone calls, processing money movements and securities transactions, supporting client account opening and onboarding, maintaining documentation and records, and assisting with audit preparation. The role also includes managing mail and office supplies, communicating with the home office, and assisting with other operational functions as needed.

Requirements

• High school diploma or equivalent is required.
• General experience of 7 to 12 months.
• One or more years of securities industry or related work experience is preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources.

Nice To Haves

• One or more years of securities industry or related work experience.
• Completed bachelor's degree in Accounting, Business Administration, or Finance.

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 movements, 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 according to 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 and stock and distribute office supplies.
• Cross-train and assist with other operational functions as required.
• Perform other duties and responsibilities as assigned.

Benefits

• Medical, dental, and vision benefits may be available.
• Life insurance.
• Critical illness and accident insurance.
• Disability benefits.
• Retirement savings.
• Paid time off, including vacation, holidays, and sick leave.
• Parental leave.
• 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