Branch Operations Lead — Money Movement & Onboarding

Raymond James; Birmingham (AL); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Medical, dental, and vision

Life insurance

Retirement savings

Paid time off

Parental leave

Job summary

Raymond James in Birmingham, Alabama is seeking an entry-level operations associate to support money movement, client onboarding, and branch administration. Under supervision, you will perform routine, standardized tasks, handle visitor inquiries, process mail, and assist with documentation and audits.

The role offers opportunities to learn securities operations and build a foundation in client services within a supportive team environment.

Qualifications

• High School diploma or equivalent; 1+ year securities industry or related experience preferred.
• Equivalent combination of experience, education, and/or training as approved by Human Resources.
• Experience opening client accounts and supporting client onboarding.

Responsibilities

• Receives and directs visitors and telephone calls; maintains record of inquiries as required.
• 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, transmit/cancel/correct orders and ensure delivery with receipts.
• Maintains documentation to cashiering per compliance requirements.
• Assists branch management with audit preparation.
• Assists with opening client accounts by 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 files, records and documents.
• Maintains inventory and distributes office supplies.
• Cross-trains and assists with other operational functions as required.
• Performs other duties as assigned.

Education

Bachelor's: Accounting

Bachelor's: Business Administration

Bachelor's: Finance

High School (HS)

Job description

Raymond James in Birmingham, Alabama is seeking an entry-level operations associate to support money movement, client onboarding, and branch administration. Under supervision, you will perform routine, standardized tasks, handle visitor inquiries, process mail, and assist with documentation and audits.

The role offers opportunities to learn securities operations and build a foundation in client services within a supportive team environment.