Branch Operations & Securities Specialist

Raymond James Financial, Inc.; Coral Gables (FL); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

Life insurance

Disability benefits

Retirement savings 401(k)

Job summary

Raymond James Financial, Inc. seeks an Operations Associate to support money movement, mail processing, and client onboarding at the Coral Gables, FL office. The role includes assisting branch management, handling inquiries, and coordinating with the home office.

The ideal candidate has 1 year in securities or related work experience, a high school diploma, and bilingual Spanish capability. A benefits package and opportunities for growth are offered.

Qualifications

• High School Diploma or equivalent required.
• 1 year securities industry or related work experience preferred.
• Bachelor’s degrees listed above required or strongly preferred.

Responsibilities

• Receives and directs visitors and telephone calls; maintains inquiries record.
• Processes money movement of funds and check delivery.
• Transmits and receives messages with home office and processes securities transactions as directed.
• Assists with opening client accounts and onboarding; supports branch management.

Skills

Bilingual Spanish

Education

Bachelor’s in Accounting

Bachelor’s in Business Administration

Bachelor’s in Finance

Job description

Raymond James Financial, Inc. seeks an Operations Associate to support money movement, mail processing, and client onboarding at the Coral Gables, FL office. The role includes assisting branch management, handling inquiries, and coordinating with the home office.

The ideal candidate has 1 year in securities or related work experience, a high school diploma, and bilingual Spanish capability. A benefits package and opportunities for growth are offered.