Branch Operations & Securities Support Specialist

Raymond James; Birmingham (MI); On-site; USD 35,000 - 52,000; Full time

Job summary

Raymond James in Birmingham, MI is seeking an administrative associate to support branch operations, greet visitors, process mail, and assist with client onboarding and document management.

This on-site role requires a High School Diploma or equivalent and 1+ years in securities or related work; travel minimal; total compensation includes benefits and opportunities to contribute to client-first service.

Qualifications

• High School Diploma or equivalent and one or more years securities industry or related work experience preferred, or an 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 according to proper mailing procedures with confirmation of receipt.
• 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.
• Performs other duties and responsibilities as assigned.

Skills

Administrative support

Audit support

Education

High School Diploma

Bachelor’s: Accounting

Bachelor’s: Business Administration

Bachelor’s: Finance

Job description

Raymond James in Birmingham, MI is seeking an administrative associate to support branch operations, greet visitors, process mail, and assist with client onboarding and document management.

This on-site role requires a High School Diploma or equivalent and 1+ years in securities or related work; travel minimal; total compensation includes benefits and opportunities to contribute to client-first service.