Branch Operations Specialist

Raymond James Financial, Inc.; Birmingham (MI); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical, dental, vision

Retirement savings plan

Paid time off

Life insurance

Job summary

Raymond James Financial, Inc. is seeking a Branch Operations Specialist in Birmingham, Michigan. The role handles visitor and call management, mail processing, and money movements, while ensuring compliance and proper documentation for audits.

The position supports client onboarding, account openings, and coordination with home office for securities orders, with a focus on accuracy and timely processing within a branch environment.

Qualifications

• One year securities industry or related experience preferred.
• High school diploma or equivalent required.
• Bachelor’s degrees in Accounting/Finance or Business Administration preferred.

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 and ensures delivery to home office.
• Assists with opening client accounts and onboarding.
• Maintains documentation for compliance and audit.
• Provides general administrative support to branch management.

Skills

Customer service

Attention to detail

Data entry

Communication

Education

Bachelor’s: Accounting

Bachelor’s: Business Administration

Bachelor’s: Finance

High School Diploma or equivalent

Tools

Microsoft Excel

Document management software

Mail/cousin processing systems

Job description

## Branch Operations SpecialistApplylocations: Birmingham, Michigan - United Statestime type: Full timeposted on: Posted Todayjob requisition id: R-0012247**Job Description Summary****Job Description****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, 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 managements 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.**Education/Previous Experience*** High School Diploma or equivalent and one (1) 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.**Licenses/Certifications*** None**Education**Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance, High School (HS) (Required)**Work Experience**General Experience - 7 to 12 months**Certifications****Travel**Less than 25%**Workstyle**ResidentThe total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firmAt Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.