Branch Operations & Client Funds Specialist

raymondjames; Firenze; In loco; EUR 36.000 - 51.000; Tempo pieno

Vantaggi offerti da questo lavoro

Benefits package

Retirement savings

Paid time off

Descrizione del lavoro

Raymond James is seeking a detail-oriented Administrative Clerk to support branch operations. Under supervision, you will process money movement of client funds, handle mail, manage inquiries, and coordinate with home office.

Responsibilities include welcoming visitors, routing calls, maintaining documents, assisting with audits, opening client accounts, supporting onboarding, and providing general office support. Excellent organizational and compliance focus required.

Competenze

• General Experience - 7 to 12 months.
• Securities industry or related work experience preferred.

Mansioni

• 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.

Formazione

Bachelor's: Accounting

Bachelor's: Business Administration

Bachelor's: Finance

High School (HS) (Required)

Descrizione del lavoro

Raymond James is seeking a detail-oriented Administrative Clerk to support branch operations. Under supervision, you will process money movement of client funds, handle mail, manage inquiries, and coordinate with home office.

Responsibilities include welcoming visitors, routing calls, maintaining documents, assisting with audits, opening client accounts, supporting onboarding, and providing general office support. Excellent organizational and compliance focus required.