Branch Operations & Client Onboarding Associate

raymondjames; Anniston (AL); On-site; USD 32,000 - 45,000; Full time

Benefits offered by this job

Medical, dental, and vision

Retirement savings

Job summary

Raymond James in Anniston, AL seeks a detail‑oriented Operations Clerk to support daily money movements, fund disbursements, and client onboarding. The role involves handling inquiries, directing visitors, and maintaining documentation in compliance with procedures.

Experience in securities or related work is preferred. This on-site position offers a benefits package including medical, dental, vision, life insurance, and retirement savings.

Qualifications

• High School diploma required.
• 1+ year securities industry or related work experience preferred.
• Ability to handle routine inquiries and tasks with accuracy.

Responsibilities

• Process money movement of funds and disbursements.
• Assist with opening client accounts and onboarding.
• Maintain files, records, and documents; assist branch management.
• Provide general administrative support and respond to inquiries.

Skills

Customer service

Administrative support

Document management

MS Office

Education

High School diploma

Tools

MS Office

Job description

Raymond James in Anniston, AL seeks a detail‑oriented Operations Clerk to support daily money movements, fund disbursements, and client onboarding. The role involves handling inquiries, directing visitors, and maintaining documentation in compliance with procedures.

Experience in securities or related work is preferred. This on-site position offers a benefits package including medical, dental, vision, life insurance, and retirement savings.