Branch Operations & Client Onboarding Specialist

Raymond James Financial, Inc.; Anniston (AL); On-site; USD 32,000 - 46,000; Full time

Job summary

Raymond James Financial, Inc. is seeking an administrative professional to support branch operations in Anniston, Alabama.

Responsibilities include welcoming visitors, directing calls, processing mail and securities transactions, assisting with audits, client onboarding, and maintaining records. The role also covers document processing, inventory management, and cross-training with other operational functions.

Qualifications

• High School Diploma or equivalent; one (1) or more years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources.

Responsibilities

• Receives and directs visitors and telephone calls; maintains record of inquiries, asrequired.
• 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 management 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.

Education

High School Diploma or equivalent

Job description

Raymond James Financial, Inc. is seeking an administrative professional to support branch operations in Anniston, Alabama.

Responsibilities include welcoming visitors, directing calls, processing mail and securities transactions, assisting with audits, client onboarding, and maintaining records. The role also covers document processing, inventory management, and cross-training with other operational functions.