Branch Operations & Client Onboarding Specialist

Raymond James; Ketchum (ID); On-site; USD 42,000 - 56,000; Full time

Job summary

Raymond James in Ketchum, Idaho seeks an organized administrative professional to support branch operations, handle visitor and phone inquiries, and assist with client account openings and onboarding.

You will sort mail, process funds movements, and help ensure compliance with documentation and record-keeping. A HS diploma and 1+ year securities industry experience are preferred; Bachelor's degrees are listed as options.

Qualifications

• High school diploma or equivalent; related experience preferred.
• 1+ year securities industry or related work experience preferred.
• Ability to handle client inquiries and maintain records.
• Knowledge of cash handling and filing procedures.

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 and ensures delivery with confirmation.
• Maintains documentation to cashiering per compliance requirements.
• Assists with opening client accounts and onboarding.
• Supports client onboarding and document status monitoring.
• Provides general administrative support and maintains files and office supplies.

Skills

Administrative support

Customer service

Attention to detail

Strong communication

Office teamwork

Education

Bachelor’s: Accounting

Bachelor’s: Business Administration

Bachelor’s: Finance

High School (HS) (Required)

Tools

Microsoft Office

Securities industry software

Job description

Raymond James in Ketchum, Idaho seeks an organized administrative professional to support branch operations, handle visitor and phone inquiries, and assist with client account openings and onboarding.

You will sort mail, process funds movements, and help ensure compliance with documentation and record-keeping. A HS diploma and 1+ year securities industry experience are preferred; Bachelor's degrees are listed as options.