Branch Operations Specialist: Funds & Client Onboarding

Raymond James; Birmingham (AL); On-site; USD 35,000 - 55,000; Full time

Job summary

Raymond James in Birmingham, AL seeks an organized administrative professional to handle money movement processing, client onboarding support, and day-to-day branch operations under general supervision.

The role requires a High School diploma or equivalent and 1+ year experience in securities or related work; a Bachelor's degree in Accounting, Business Administration or Finance is common among applicants. The position offers a comprehensive benefits package and growth opportunities.

Qualifications

• 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.

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.

Education

Bachelor's: Accounting

Bachelor's: Business Administration

Bachelor's: Finance

High School (HS)

Job description

Raymond James in Birmingham, AL seeks an organized administrative professional to handle money movement processing, client onboarding support, and day-to-day branch operations under general supervision.

The role requires a High School diploma or equivalent and 1+ year experience in securities or related work; a Bachelor's degree in Accounting, Business Administration or Finance is common among applicants. The position offers a comprehensive benefits package and growth opportunities.