Branch Operations & Client Funds Specialist

Raymond James; Florence (SC); On-site; USD 38,000 - 48,000; Full time

Benefits offered by this job

Medical, dental, and vision

Life insurance

Disability benefits

Retirement savings plan

Paid time off

Parental leave

Job summary

Raymond James in Florence, SC seeks an experienced administrative professional to support branch operations. You will handle mail, visitors, and calls; process funds movements and securities orders; and assist with audits, account openings, and client onboarding.

The role requires a High School Diploma or equivalent, with preferred experience in securities-related work and a background in accounting/finance. A comprehensive benefits package is provided along with base compensation.

Qualifications

• Bachelor’s degree in accounting, business, or finance is common.
• High School Diploma required or equivalent; some college preferred.
• Experience in securities industry or related field is valued.

Responsibilities

• Receives and directs visitors and telephone calls.
• Maintains record of inquiries.
• Processes money movement of funds, disbursements and check delivery.
• Transmits and receives messages with home office.
• Processes securities transactions, including orders and cancellations with home office.
• Maintains documentation to cashiering per compliance requirements.
• Assists branch management with audit preparation.
• Assists with opening client accounts by submitting required forms.
• Supports client onboarding.
• Monitors document status through importing, scanning and submission of documents.
• Provides general administrative support to branch management.
• Maintains and updates files and records.
• Maintains inventory and distributes office supplies.
• Performs other duties as assigned.

Education

Bachelor’s: Accounting

Bachelor’s: Business Administration

Bachelor’s: Finance

High School Diploma

Job description

Raymond James in Florence, SC seeks an experienced administrative professional to support branch operations. You will handle mail, visitors, and calls; process funds movements and securities orders; and assist with audits, account openings, and client onboarding.

The role requires a High School Diploma or equivalent, with preferred experience in securities-related work and a background in accounting/finance. A comprehensive benefits package is provided along with base compensation.