Branch Operations & Client Onboarding Specialist

Raymond James; Coral Gables (FL); Sur place; USD 34 000 - 48 000; Plein temps

Résumé du poste

Raymond James in Coral Gables, FL, seeks an organized administrative specialist to support client operations and branch administration. You will handle inquiries, process money movement of funds, assist with opening accounts, onboarding, and provide general office support to keep daily workflows running smoothly.

Requirements include a High School Diploma with 1+ year securities industry experience preferred; bilingual Spanish is required.

Qualifications

• High School Diploma or equivalent with 1+ year securities industry experience preferred.
• Advanced Spanish language proficiency required.
• Bachelor’s degrees in Accounting, Business Administration or Finance.

Responsabilités

• 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.
• Assists branch managements with audit preparation.
• Assists with opening client accounts and onboarding.
• Provides general administrative support to branch management.
• Maintains files and documents; updates office supplies.
• Cross-trains and assists with other operational functions.

Connaissances

Bilingual Spanish

Formation

High School Diploma or equivalent

Bachelor’s: Accounting

Bachelor’s: Business Administration

Bachelor’s: Finance

Description du poste

Raymond James in Coral Gables, FL, seeks an organized administrative specialist to support client operations and branch administration. You will handle inquiries, process money movement of funds, assist with opening accounts, onboarding, and provide general office support to keep daily workflows running smoothly.

Requirements include a High School Diploma with 1+ year securities industry experience preferred; bilingual Spanish is required.