Branch Operations Specialist

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

Job summary

Raymond James & Associates in the United States seeks an administrative professional to handle visitors, calls, mail, and document control while supporting branch management. The role includes processing money movement, disbursements, and check delivery, plus transmitting messages with the home office.

Responsibilities include assisting with opening client accounts, client onboarding, and maintaining files.

Qualifications

• Bachelor's degree or higher in Accounting, Business Administration or Finance.
• High School diploma required.
• General experience of 7–12 months.

Responsibilities

• Receive and direct visitors and calls, log inquiries.
• Process money movement, disbursements, and check delivery.
• Assist with opening client accounts and onboarding.
• Maintain documentation and assist with audit preparation.
• Support branch management and document handling.

Skills

Administrative support

Customer service

Education

Bachelor's - Completed: Accounting

Bachelor's - Completed: Business Administration

Bachelor's - Completed: Finance

High School (HS) - Completed (Required)

Job description

Job Description Summary

Job Description

• 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

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. 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 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.