Branch Operations & Client Onboarding Specialist

Raymond James; Oklahoma; On-site; USD 32,000 - 52,000; Full time

Benefits offered by this job

Medical, dental, and vision benefits

Retirement savings plan

Paid time off

Job summary

Raymond James in Oklahoma is seeking an administrative/operations professional to process money movement of client funds and support branch operations. The role involves handling visitors and calls, mail, and coordinating securities transactions with the home office.

The position emphasizes compliance documentation, client account openings, onboarding support, and general administrative duties within a securities environment.

Qualifications

• High School Diploma or equivalent; 1+ year securities industry or related work experience preferred.
• Equivalent combination of experience, education, and/or training as approved by Human Resources.

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, including transmitting orders, cancellation and correction of orders and ensuring delivery to home office with receipt confirmation.
• Maintains documentation to cashiering according to compliance requirements.
• Assists branch management with audit preparation.
• Assists with opening client accounts by properly 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, processes and updates files, records and other documents.
• Maintains inventory, stocks and distributes office supplies.
• Cross-trains and assists with other operational functions as required.

Education

High School Diploma

Bachelor’s: Accounting

Bachelor’s: Business Administration

Bachelor’s: Finance

Job description

Raymond James in Oklahoma is seeking an administrative/operations professional to process money movement of client funds and support branch operations. The role involves handling visitors and calls, mail, and coordinating securities transactions with the home office.

The position emphasizes compliance documentation, client account openings, onboarding support, and general administrative duties within a securities environment.