Branch Operations & Client Onboarding Specialist

100 Raymond James & Associates, Inc.; Ketchum (ID); On-site; USD 40,000 - 50,000; Full time

Benefits offered by this job

Benefits package including medical,\nd

Job summary

Raymond James is seeking an organized Administrative Assistant to support branch operations in Ketchum, Idaho. You will handle visitors and calls, process mail, and assist with client onboarding and account opening forms.

The role involves documenting, archiving, and coordinating documentation, supporting audits, and helping with office supplies. Strong communication and accuracy are essential.

Qualifications

• Education: Bachelor’s in Accounting, Business Administration or Finance; High School required.
• One year securities industry or related work experience preferred, or equivalent.
• Strong organizational and record-keeping abilities.

Responsibilities

• Receives and directs visitors and telephone calls; maintains inquiries records.
• Sorts, screens and distributes mail; processes money movement and check delivery.
• Assists with client onboarding and opening accounts; supports documentation and audits.
• Maintains files, records and office supplies; supports branch management.
• Provides general administrative support and cross-trains on functions.

Education

Bachelor’s: Accounting

Bachelor’s: Business Administration

Bachelor’s: Finance

High School (HS) (Required)

Job description

Raymond James is seeking an organized Administrative Assistant to support branch operations in Ketchum, Idaho. You will handle visitors and calls, process mail, and assist with client onboarding and account opening forms.

The role involves documenting, archiving, and coordinating documentation, supporting audits, and helping with office supplies. Strong communication and accuracy are essential.