Branch Operations Specialist

Raymond James Financial, Inc.; Lincoln (NE); Hybrid; USD 38,000 - 52,000; Full time

Job summary

Raymond James Financial, Inc. is seeking a Branch Operations Specialist in Lincoln, Nebraska. The role handles money movement, securities transactions, and client account onboarding under general supervision, aiding branch management and ensuring compliance with procedures.

Responsibilities include processing fund movements, directing inquiries, transmitting with the home office, and maintaining documentation. Prior related experience and high school diploma preferred; travel is minimal.

Qualifications

• Money movement processing experience or familiarity with funds transfer
• Experience handling securities transactions and related documentation
• Ability to assist with audit preparation and compliance controls
• Experience assisting with client onboarding and account openings
• Familiarity with cashiering documentation and financial records

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, including transmitting orders and confirmations.
• Assists branch management with audit preparation and compliance checks.
• Assists with opening client accounts by submitting required forms.
• Supports client onboarding and document submission workflows.
• Monitors document status through importing, scanning and submission of documents.
• Maintains files and records; manages office supplies and inventory.
• Cross-trains and assists with other operational tasks as needed.

Skills

Money movement

Securities transactions

Audit support

Client onboarding

Accounts opening

Education

Bachelor’s: Accounting

Bachelor’s: Business Administration

Bachelor’s: Finance

High School

Job description

## Branch Operations SpecialistApplylocations: Lincoln, Nebraska - United Statestime type: Full timeposted on: Posted Todayjob requisition id: R-0012484**Job Description Summary**Under general supervision, uses general knowledge and skills obtained through training and experience to process money movement of client funds. General instructions and procedures are provided to perform routine standardized tasks. Resolves routine questions and problems and refers more complex issues to a higher level.**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)**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.