Branch Operations Specialist

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

Benefits offered by this job

Medical Insurance

Retirement Plan

Paid Time Off

Job summary

Raymond James is seeking a Branch Operations Specialist in Decatur, Illinois. The role centers on frontline client interaction, money movement handling, and branch admin support.

You will also assist with opening client accounts and onboarding, while coordinating with home office to ensure accurate processing of securities transactions. The position requires a bachelor’s degree in accounting, business, or finance (or related fields) and 7–12 months of general experience.

Qualifications

• Bachelor’s degrees in accounting, business, or finance completed.
• High school diploma completed as required.
• Experience supporting branch operations and client onboarding.
• Familiarity with money movement, disbursements, and securities processing.

Responsibilities

• Receives and directs visitors and telephone calls; maintains inquiries records.
• Sorts, screens and distributes mail; maintains cashiering compliance documents.
• Processes money movement, disbursements, and check delivery.
• Transmits/receives messages with home office; confirms receipt for orders.
• Processes securities transactions and confirms delivery to home office.
• Assists with opening client accounts and onboarding processes.
• Provides general administrative support to branch management.
• Maintains files, records and inventory; cross-trains for other duties.

Skills

Administrative support

Attention to detail

Communication skills

Money handling

Education

Bachelor’s degree in Accounting

Bachelor’s degree in Business Administration

Bachelor’s degree in Finance

High School Diploma

Job description

## Branch Operations SpecialistApply: Decatur, Illinois - United States: Full time: Posted Today: R-0013546**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**Certifications****Salary Range**$45,000.00-$60,000.00**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.#LI-AC1