Branch Operations & Client Onboarding Specialist

100 Raymond James & Associates, Inc.; Coral Gables (FL); On-site; USD 42,000 - 52,000; Full time

Benefits offered by this job

Benefits package incl. medical, dental

Job summary

Raymond James & Associates, Inc. in Coral Gables, FL is seeking a detail-oriented professional to process client money movements, support onboarding, and handle securities transactions under general supervision.

This role involves administrative duties, audit prep, and collaboration with branch management to ensure accurate documentation and compliance. The position requires a High School Diploma or equivalent and 0–1+ years securities industry experience, with bilingual Spanish capability and a

Qualifications

• Spanish language proficiency at advanced level.
• Knowledge of securities industry preferred.
• Strong administrative and documentation skills.

Responsibilities

• Receives and directs visitors and telephone calls; maintains record of inquiries.
• 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 managements 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.

Skills

Spanish (Advanced)

Education

Bachelor’s: Accounting

Bachelor’s: Business Administration

Bachelor’s: Finance

Job description

Raymond James & Associates, Inc. in Coral Gables, FL is seeking a detail-oriented professional to process client money movements, support onboarding, and handle securities transactions under general supervision.

This role involves administrative duties, audit prep, and collaboration with branch management to ensure accurate documentation and compliance. The position requires a High School Diploma or equivalent and 0–1+ years securities industry experience, with bilingual Spanish capability and a