Branch Operations & Client Onboarding Specialist

Raymond James Financial, Inc.; Idaho, United States, Northern America, Americas; Hybrid; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Life insurance

Disability benefits

Retirement savings plan

Paid time off

Parental leave

Job summary

Raymond James Financial, Inc. seeks an administrative support professional in the United States. The role handles visitor and phone traffic, mail, onboarding, documentation, and branch-support tasks, with emphasis on compliance and recordkeeping.

The position includes benefits options and potential for additional compensation. Strong organizational and communication skills are required for success in a client-focused environment.

Qualifications

• Requires High School diploma or equivalent; 1+ year securities industry experience preferred.
• Bachelor’s degrees in Accounting, Business Administration, or Finance preferred.
• Experience assisting with audit preparations and client onboarding.

Responsibilities

• Receives and directs visitors and calls; maintains inquiry records.
• Sorts, screens, and distributes mail; processes money movement and check delivery.
• Transmits and receives messages with home office; supports branch management.
• Maintains documentation for cashiering per compliance requirements.
• Assists with opening client accounts and onboarding; supports client onboarding.
• Monitors document status through importing, scanning, and submission.
• Provides general administrative support; maintains files and office supplies.
• Cross-trains and assists with other operational functions as assigned.

Skills

Administrative support

Customer service

Record keeping

Education

High School Diploma or equivalent

Bachelor’s: Accounting

Bachelor’s: Business Administration

Bachelor’s: Finance

Job description

Raymond James Financial, Inc. seeks an administrative support professional in the United States. The role handles visitor and phone traffic, mail, onboarding, documentation, and branch-support tasks, with emphasis on compliance and recordkeeping.

The position includes benefits options and potential for additional compensation. Strong organizational and communication skills are required for success in a client-focused environment.