Branch Operations & Onboarding Specialist

Raymond James; Chattanooga (TN); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Benefits package including medical, a

Dental and vision coverage

Retirement savings

Paid time off

Job summary

Raymond James is seeking a detail-oriented associate to process money movement of client funds and support branch operations. The role involves handling visitor and phone inquiries, maintaining records, and ensuring accurate documentation for cashiering and compliance.

You will assist with opening client accounts, onboarding new clients, and providing general administrative support to branch management. A High School diploma and 1+ year securities experience are preferred, with opportunities for

Qualifications

• High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred.

Responsibilities

• Receives and directs visitors and telephone calls; maintains record of inquiries.
• Processes money movement of funds, disbursements and check delivery.
• Assists with opening client accounts by properly completing and submitting required forms.
• Supports client onboarding and onboarding documentation.
• Provides general administrative support to branch management.

Education

High School (HS) (Required)

Job description

Raymond James is seeking a detail-oriented associate to process money movement of client funds and support branch operations. The role involves handling visitor and phone inquiries, maintaining records, and ensuring accurate documentation for cashiering and compliance.

You will assist with opening client accounts, onboarding new clients, and providing general administrative support to branch management. A High School diploma and 1+ year securities experience are preferred, with opportunities for