Branch Operations Specialist

100 Raymond James & Associates, Inc.; Saginaw (MI); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

Retirement savings plan

Paid time off

Job summary

Raymond James & Associates, Inc. is seeking an entry-level operations associate to support money movement, client inquiries, and document processing within the branch. This role will handle mail, phone inquiries, and basic compliance tasks while coordinating with home office.

Candidates have a Bachelor’s in Accounting, Business Administration or Finance, or a HS diploma with relevant experience. The position offers benefits and opportunities for professional growth within a large financial

Qualifications

• Bachelor’s degree requirements across Accounting, Business Administration and Finance; HS diploma required.
• General Experience: 7–12 months.

Responsibilities

• Receives and directs visitors and telephone calls, maintains inquiries records.
• Processes money movement of funds, disbursements and checks, and ensures delivery to home office.
• Maintains documentation to cashiering per compliance requirements and assists with audit prep.
• Assists with opening client accounts by submitting required forms and supports client onboarding.
• Monitors document status through importing, scanning and submission; maintains files and office supplies.
• Cross-trains and assists with other operational functions; performs other duties as assigned.

Education

Bachelor’s: Accounting, Business Administration, Finance

High School (HS) (Required)

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

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

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. 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

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.

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