Branch Funds & Operations Specialist

Raymond James Financial, Inc.; Franklin (TN); On-site; USD 32,000 - 42,000; Full time

Job summary

Raymond James Financial, Inc. invites applications for an entry-level operations support role in Franklin, TN. You will handle mail, calls, and client inquiries while wiring funds and processing securities transactions under supervision.

The position emphasizes accurate recordkeeping, opening client accounts, onboarding new clients, and cross-training in other operations tasks. A High School Diploma and reliable office skills are required.

Qualifications

• High School Diploma or equivalent and 1+ year securities industry or related work experience preferred.
• Strong administrative and clerical skills with attention to detail and accuracy.
• Ability to process money movements, securities transactions and maintain proper records.

Responsibilities

• Receives and directs visitors and telephone calls; maintains records of inquiries.
• Processes money movement of funds, disbursements and check delivery.
• Transmits and receives messages with home office and processes transactions.
• Assists with opening client accounts and supports client onboarding.
• Maintains, updates, and organizes files; inventories office supplies.
• Performs other duties as assigned and supports branch management.

Skills

Attention to detail

Communication skills

Multi-tasking

Customer service

Education

High School Diploma

Tools

Microsoft Office

Job description

Raymond James Financial, Inc. invites applications for an entry-level operations support role in Franklin, TN. You will handle mail, calls, and client inquiries while wiring funds and processing securities transactions under supervision.

The position emphasizes accurate recordkeeping, opening client accounts, onboarding new clients, and cross-training in other operations tasks. A High School Diploma and reliable office skills are required.