Branch Operations Specialist

Raymond James • Decatur, IL

10d • $45,000 - $60,000 • Onsite

About The Position

The Branch Operations Specialist provides operational and administrative support to branch management and assists with client onboarding and account opening. The role handles visitor and telephone inquiries, mail, money movement, securities transactions, cashiering documentation, and document processing while following compliance and mailing procedures. It also supports audit preparation, maintains branch files and supplies, and cross-trains to assist with other operational functions as needed. The position is resident-based and requires less than 25% travel.

Requirements

• General work experience of 7 to 12 months.
• High school education completed is required.
• The education section also lists completed bachelor's degrees in Accounting, Business Administration, or Finance.

Responsibilities

• Receive and direct visitors and telephone calls, and maintain a record of inquiries as required.
• Sort, screen, and distribute incoming and outgoing mail.
• Process money movement, including 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 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 may be available.
• Critical illness and accident insurance may be available.
• Disability benefits may be available.
• Retirement savings may be available.
• Paid time off, including vacation, holidays, and sick leave, may be available.
• Parental leave may be available.
• Additional compensation, discretionary bonuses, or commissions may be included.

What This Job Offers

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