Branch Operations & Client Onboarding Specialist

Raymond James Financial, Inc.; Mandeville (LA); On-site; USD 22,000 - 33,000; Part time

Benefits offered by this job

Benefits package including medical,de-

Life insurance

Retirement savings

Paid time off

Job summary

Raymond James Financial, Inc. is seeking a Part-time Branch Operations Specialist in Mandeville, LA. You will handle money movement, client onboarding, and various branch-operations tasks under supervision.

Responsibilities include processing funds, securities orders, mail, and visitor guidance, while supporting audit prep and documentation compliance. The role requires a high school diploma and may involve light travel, with partial remote/onsite flexibility.”

Qualifications

• High School Diploma or equivalent; 1+ year securities industry experience preferred.

Responsibilities

• Receives and directs visitors and telephone calls; maintains records 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 to home office with confirmation of receipt.
• Maintains documentation for cashiering per compliance requirements.
• Assists branch management with audit preparation.
• Assists with opening client accounts by 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, updates and files; manages office supplies.
• Cross-trains and assists with other operational functions as required.

Skills

Money handling

Customer service

Administrative skills

Securities knowledge

Communication

Education

High School Diploma or equivalent

Job description

Raymond James Financial, Inc. is seeking a Part-time Branch Operations Specialist in Mandeville, LA. You will handle money movement, client onboarding, and various branch-operations tasks under supervision.

Responsibilities include processing funds, securities orders, mail, and visitor guidance, while supporting audit prep and documentation compliance. The role requires a high school diploma and may involve light travel, with partial remote/onsite flexibility.”