Branch Operations Specialist - Money Movement & Onboarding

100 Raymond James & Associates, Inc.; Franklin (TN); On-site; USD 40,000 - 48,000; Full time

Benefits offered by this job

Medical, dental, vision

Life insurance

Disability benefits

Retirement savings

PTO and holidays

Parental leave

Job summary

Raymond James in Franklin, TN seeks an entry-level administrative associate to support branch operations. Under general supervision, you will process money movement of client funds, handle inquiries, and direct visitors and calls.

Responsibilities include mail handling, transmitting messages to the home office, processing securities transactions, and ensuring proper documentation for compliance. You will also assist with client onboarding and general office tasks.

Qualifications

• High School Diploma or equivalent required.
• One or more years securities industry or related work experience preferred.

Responsibilities

• Receives and directs visitors and telephone calls; maintains record of inquiries.
• Processes money movement of funds, disbursements and check delivery; transmits messages to home office.
• Maintains documentation to cashiering for compliance; assists with audit preparation.
• Assists with opening client accounts and onboarding; supports client onboarding.
• Keeps files, records and documents updated; manages office supplies and cross-trains with other functions.

Skills

Communication skills

Organizational skills

Customer service

Education

High School Diploma or equivalent

Job description

Raymond James in Franklin, TN seeks an entry-level administrative associate to support branch operations. Under general supervision, you will process money movement of client funds, handle inquiries, and direct visitors and calls.

Responsibilities include mail handling, transmitting messages to the home office, processing securities transactions, and ensuring proper documentation for compliance. You will also assist with client onboarding and general office tasks.