Branch Operations & Client Onboarding Specialist

Raymond James Financial, Inc.; Anniston (AL); On-site; USD 30,000 - 38,000; Full time

Job summary

Raymond James is seeking an administrative associate to support branch operations, handling visitor and telephone inquiries, processing money movements, and maintaining compliant documentation. The role assists with client onboarding, account openings, and filing while providing broad administrative support to management.

The ideal candidate has a High School Diploma and 1+ years in securities or related work, with flexibility to perform a variety of operational tasks and duties as assigned.

Qualifications

• High School Diploma or equivalent.
• One year or more securities industry or related work experience preferred.

Responsibilities

• Receives and directs visitors and telephone calls.
• Processes money movement of funds, disbursements and check delivery.
• Maintains documentation to cashiering according to compliance requirements.
• Assists with opening client accounts by 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 files, records and other documents.
• Maintains inventory and office supplies.
• Cross-trains and assists with other operational functions.

Skills

Client service

Administrative support

Document management

Education

High School Diploma

Job description

Raymond James is seeking an administrative associate to support branch operations, handling visitor and telephone inquiries, processing money movements, and maintaining compliant documentation. The role assists with client onboarding, account openings, and filing while providing broad administrative support to management.

The ideal candidate has a High School Diploma and 1+ years in securities or related work, with flexibility to perform a variety of operational tasks and duties as assigned.