Branch Operations Specialist

raymondjames; Lincoln (NE); On-site; USD 38,000 - 60,000; Full time

Benefits offered by this job

Medical, dental, and vision

Life insurance

Disability benefits

Retirement savings

Paid time off

Parental leave

Job summary

Raymond James is seeking an on-site Operations Associate to support money movement, securities transactions, and client onboarding at our Lincoln branch. You will handle mail, records, and communications with the home office, while assisting with account openings and documentation workflows.

A High School Diploma plus 1+ year securities industry experience is preferred; bachelor degrees in Accounting, Business Administration, or Finance are valued.

Qualifications

• High School Diploma or equivalent and 1+ year securities industry or related work experience preferred.
• Bachelor’s degrees in Accounting, Business Administration, or Finance are noted as part of education requirements.
• Experience with secured funds processing and client onboarding is a plus.

Responsibilities

• Process money movement of funds, disbursements, and check delivery.
• Transmits and receives messages with home office.
• Process securities transactions, including transmitting orders, cancellations and corrections with proper mailing and receipt confirmation.
• Assist with opening client accounts and submitting required forms.
• Support client onboarding and monitor document status through importing, scanning and submission.
• Provide general administrative support to branch management and maintain files and records.
• Maintain inventory and distribute office supplies; cross-train for other operational tasks.

Skills

Money movement

Securities transactions

Customer service

Administrative support

Document management

Education

Bachelor of Accounting

Bachelor of Business Administration

Bachelor of Finance

High School Diploma

Job description

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

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.

• 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.

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.

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