Branch Operations & Client Onboarding Specialist

Raymond James Financial, Inc.; Huntsville (AL); On-site; USD 32,000 - 52,000; Full time

Job summary

Raymond James Financial, Inc. in Huntsville seeks an Administrative Assistant to support daily branch operations. You will receive visitors and calls, manage mail, process money movements, and assist with client onboarding under HR guidance.

The role requires a high school diploma and 1+ years in securities or related work; familiarity with compliance documentation is valued. This frontline role supports branch operations and client service.

Qualifications

• High school diploma or equivalent; 1+ year securities industry or related experience preferred.
• Attention to detail and accuracy in handling inquiries and documentation.
• Basic understanding of compliance requirements in cashiering and client records.

Responsibilities

• Receives and directs visitors and calls; records inquiries.
• Sorts, screens and distributes incoming and outgoing mail.
• Processes money movements, disbursements and check delivery.
• Transmits and receives messages with home office.
• Processes securities transactions and confirms receipt.
• Maintains cashiering documentation for compliance.
• Assists branch management with audits.
• Assists with opening client accounts and onboarding.
• Monitors document status and maintains files.
• Keeps office supplies stocked and distributed.
• Cross-trains with other operational duties.
• Performs other duties as assigned.

Skills

Administrative support

Education

High School Diploma or equivalent

Job description

Raymond James Financial, Inc. in Huntsville seeks an Administrative Assistant to support daily branch operations. You will receive visitors and calls, manage mail, process money movements, and assist with client onboarding under HR guidance.

The role requires a high school diploma and 1+ years in securities or related work; familiarity with compliance documentation is valued. This frontline role supports branch operations and client service.