Branch Operations Pro: Money Movement & Onboarding

Raymond James Financial, Inc.; Lincoln (NE); Hybrid; USD 38,000 - 52,000; Full time

Job summary

Raymond James Financial, Inc. is seeking a Branch Operations Specialist in Lincoln, Nebraska. The role handles money movement, securities transactions, and client account onboarding under general supervision, aiding branch management and ensuring compliance with procedures.

Responsibilities include processing fund movements, directing inquiries, transmitting with the home office, and maintaining documentation. Prior related experience and high school diploma preferred; travel is minimal.

Qualifications

• Money movement processing experience or familiarity with funds transfer
• Experience handling securities transactions and related documentation
• Ability to assist with audit preparation and compliance controls
• Experience assisting with client onboarding and account openings
• Familiarity with cashiering documentation and financial records

Responsibilities

• Receives and directs visitors and telephone calls; maintains record of inquiries.
• Processes money movement of funds, disbursements and check delivery.
• Transmits and receives messages with home office.
• Processes securities transactions, including transmitting orders and confirmations.
• Assists branch management with audit preparation and compliance checks.
• Assists with opening client accounts by submitting required forms.
• Supports client onboarding and document submission workflows.
• Monitors document status through importing, scanning and submission of documents.
• Maintains files and records; manages office supplies and inventory.
• Cross-trains and assists with other operational tasks as needed.

Skills

Money movement

Securities transactions

Audit support

Client onboarding

Accounts opening

Education

Bachelor’s: Accounting

Bachelor’s: Business Administration

Bachelor’s: Finance

High School

Job description

Raymond James Financial, Inc. is seeking a Branch Operations Specialist in Lincoln, Nebraska. The role handles money movement, securities transactions, and client account onboarding under general supervision, aiding branch management and ensuring compliance with procedures.

Responsibilities include processing fund movements, directing inquiries, transmitting with the home office, and maintaining documentation. Prior related experience and high school diploma preferred; travel is minimal.