Branch Operations Specialist
Raymond James•Silver Lake, MI
•Onsite
About The Position
The Branch Operations Specialist is responsible for a variety of administrative and operational tasks within a branch. This includes managing visitor and telephone inquiries, handling mail, processing financial transactions, maintaining documentation, assisting with client account opening and onboarding, and providing general administrative support to branch management. The role also involves managing 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, or an equivalent combination of experience, education, and/or training as approved by Human Resources.
- 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.
Benefits
- medical
- dental
- vision
- life insurance
- critical illness insurance
- accident insurance
- disability benefits
- retirement savings
- paid time off (including vacation, holidays, and sick leave)
- parental leave
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
