Branch Operations Specialist

100 Raymond James & Associates, Inc.; Decatur (IL); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

medical, dental, and vision

life insurance

critical illness insurance and

disability benefits

retirement savings

paid time off (vacation/holidays/sick)

parential leave

Job summary

100 Raymond James & Associates, Inc. is seeking an administrative professional to support daily branch operations, including greeting visitors, handling calls, and processing mail and documents.

The role involves basic money movement tasks, assisting with client onboarding, and maintaining records with compliance oversight. The position requires 7–12 months of general experience and a blend of accounting/finance education; HS completion is also required.

Qualifications

• Bachelor’s degrees in accounting, business administration or finance or equivalent mix.
• High School completion required.
• 7–12 months general experience recommended.

Responsibilities

• Greet visitors and manage phone calls; direct inquiries as needed.
• Process money movements, disbursements, and check deliveries.
• Assist with opening client accounts and onboarding documentation.
• Support branch management; assist with audits and compliance prep.
• Handle mail distribution, document scanning and filing, and records maintenance.
• Provide general administrative support and cross-train on other ops tasks.

Skills

Administrative support

Document management

Data entry

Education

Bachelor’s in Accounting

Bachelor’s in Business Administration

Bachelor’s in Finance

High School Completed

Job description

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

Bachelor’s - Completed: Accounting, Bachelor’s - Completed: Business Administration, Bachelor’s - Completed: Finance, High School (HS) - Completed (Required)

Work Experience

General Experience - 7 to 12 months

Salary Range

$45,000.00-$60,000.00

Travel

Less than 25%

Workstyle

Resident

Benefits

• 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)
• 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.

Compensation

The 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.

About Raymond James

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.

• 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 firm

At 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.

Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF.

Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive. As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow.

Our people-first culture is outlined in our Culture Blueprint. Check it out to see why many choose to work at Raymond James – and why they stay.