Branch Operations Specialist (Boca Raton, FL)

Raymond James; Boca Raton (FL); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Medical, Dental, and Vision

Life insurance

Retirement savings

Paid time off

Parental leave

Job summary

Raymond James in Boca Raton is seeking an entry-level operations associate to support money movement, cashiering, and client onboarding. Under supervision you will follow standard procedures to process funds, orders, and documentation.

The role requires attention to detail, reliability, and strong customer service from a financial services background. You will handle inquiries, maintain records, and provide general administrative support to branch management.

Qualifications

• High School Diploma or equivalent and 1+ years securities industry or related work experience preferred, or equivalent combination.

Responsibilities

• Process money movement of client funds and disbursements under supervision.
• Handle visitor and phone inquiries and direct to appropriate teams.
• Assist with opening client accounts and onboarding.
• Maintain documentation and records per compliance requirements.
• Provide general administrative support to branch management.

Skills

Customer service

Administrative support

Attention to detail

Record keeping

Education

Bachelor's: Accounting

Bachelor's: Business Administration

Bachelor's: Finance

Tools

Securities systems

Office 365

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

Work Experience

General Experience - 7 to 12 months

Travel

Less than 25%

Workstyle

Resident

Benefits

• 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

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.