Branch Operations Specialist: Money Movement & Client Setup

Raymond James; Anniston (AL); On-site; USD 32,000 - 42,000; Full time

Job summary

Raymond James is seeking an entry-level administrative professional to support branch operations in Anniston, AL. You will handle visitor and phone inquiries, process money movement, and assist with opening client accounts and onboarding.

The role involves document management, mail distribution, and collaboration with branch management to ensure compliance and smooth daily operations. Prior securities industry exposure is helpful but not required.

Qualifications

• High School Diploma or equivalent and 1+ year securities industry or related experience preferred.
• Equivalent combination of experience, education, and/or training may be approved by Human Resources.

Responsibilities

• Receives and directs visitors and telephone calls; maintains records of inquiries.
• 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, cancellations and corrections with delivery to home office.
• Maintains documentation to cashiering according to compliance requirements.
• Assists branch management with audit preparation.
• Assists with opening client accounts by submitting required forms.
• Supports client onboarding.
• Monitors document status through importing, scanning and submission of documents.
• Provides general administrative support to branch management.
• Maintains and updates files, records and documents.
• Maintains inventory and distributes office supplies.
• Cross-trains and assists with other operational functions.
• Performs other duties as assigned.

Skills

Visitor reception

Phone handling

Mail distribution

Money movement processing

Customer onboarding

Education

High School Diploma or equivalent

Job description

Raymond James is seeking an entry-level administrative professional to support branch operations in Anniston, AL. You will handle visitor and phone inquiries, process money movement, and assist with opening client accounts and onboarding.

The role involves document management, mail distribution, and collaboration with branch management to ensure compliance and smooth daily operations. Prior securities industry exposure is helpful but not required.