Branch Operations Specialist — Funds & Client Onboarding

Raymond James; Cottonwood Heights (UT); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Benefits package

Parental leave

Paid time off

Job summary

Raymond James in the United States is seeking an entry-level Operations/Administrative Associate to process money movement of client funds and support branch operations.

You will receive general instructions, handle inquiries, and assist with onboarding, audits, and documentation while maintaining compliance and providing general administrative support. The role emphasizes accuracy, discretion, and client-first service.

Qualifications

• 1+ year securities industry or related work experience preferred.
• Bachelor’s degrees in Business Administration or Finance are common for this role.
• Strong organizational and interpersonal skills required.

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 cancellations.
• Maintains documentation to cashiering according to compliance requirements.
• Assists with opening client accounts and onboarding.
• Supports client onboarding and monitors document status.
• Provides general administrative support to branch management.
• Maintains files, records and other documents.
• Cross-trains and assists with other operational functions as required.

Skills

Money movement processing

Client onboarding

Documentation management

Education

Bachelor's in Business Administration

Bachelor's in Finance

Job description

Raymond James in the United States is seeking an entry-level Operations/Administrative Associate to process money movement of client funds and support branch operations.

You will receive general instructions, handle inquiries, and assist with onboarding, audits, and documentation while maintaining compliance and providing general administrative support. The role emphasizes accuracy, discretion, and client-first service.