Branch Operations & Client Onboarding Pro

Raymond James & Associates; Birmingham; On-site; GBP 23,000 - 32,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Life insurance

Retirement savings plan

Paid time off (vacation, holidays, and

Sick leave

Parental leave

Job summary

Raymond James & Associates is seeking an administrative associate to support branch operations and client onboarding in Birmingham. The role involves handling inquiries, mail, and document processing in a securities environment, with liaison to home office.

The successful candidate will have a High School Diploma with 1+ years in securities or related work; Bachelor-level degrees in Accounting, Business Admin, or Finance are noted as educational preferences.

Qualifications

• High School Diploma or equivalent; 1+ years securities industry or related work preferred.
• Experience with client onboarding and opening accounts is advantageous.
• Familiarity with documentation, compliance, and record keeping in a financial services setting.

Responsibilities

• Receives and directs visitors and telephone calls; maintains inquiries record.
• Sorts, screens and distributes mail; supports branch management.
• Processes money movement of funds and check delivery where applicable.
• Transmits and receives messages with home office and handles document status.
• Assists with audit preparation and client account openings.
• Provides general administrative support and maintains files and supplies.

Skills

Administrative support

Client onboarding

Record keeping

Customer service

Document management

Education

Bachelor's degree in Accounting

Bachelor's degree in Business Administration

Bachelor's degree in Finance

High School Diploma

Job description

Raymond James & Associates is seeking an administrative associate to support branch operations and client onboarding in Birmingham. The role involves handling inquiries, mail, and document processing in a securities environment, with liaison to home office.

The successful candidate will have a High School Diploma with 1+ years in securities or related work; Bachelor-level degrees in Accounting, Business Admin, or Finance are noted as educational preferences.