Branch Operations Specialist- Part Time- 24 Hours Per Week

Fwainvest; Peoria (IL); On-site; USD 32,000 - 45,000; Part time

Job summary

Raymond James is seeking a Part Time Branch Operations Specialist at 24 hours per week in Peoria Heights, IL. The role supports branch operations, client onboarding, and daily administrative tasks to ensure smooth office functioning.

Responsibilities include handling inquiries, mail processing, funds movement, and coordinating with home office. A HS diploma and 1+ year securities experience are preferred; a business or finance degree is valued.

Qualifications

• High School Diploma or equivalent; 1+ year securities industry experience preferred.
• Bachelor's degrees in Accounting, Business Administration, or Finance.
• Equivalent combination of experience, education, and/or training as approved by HR.

Responsibilities

• Receives and directs visitors and telephone calls; maintains record 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, cancellation and correction of orders and ensuring delivery to home office with receipt confirmation.
• Maintains documentation to cashiering according to compliance requirements.
• Assists branch management with audit preparation.
• Assists with opening client accounts by 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.

Education

High School

Bachelor's in Accounting

Bachelor's in Business Administration

Bachelor's in Finance

Job description

Branch Operations Specialist- Part Time- 24 Hours Per Week page is loaded## Branch Operations Specialist- Part Time- 24 Hours Per Weeklocations: Peoria Heights, Illinois - United Statestime type: Part timeposted on: Posted Todayjob requisition id: R-0012136**Job Description Summary****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, High School (HS) (Required)**Work Experience**General Experience - 7 to 12 months**Certifications****Salary Range**$45,000.00-$32,000.00**Travel**Less than 25%**Workstyle**ResidentThe 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 firmAt 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.#LI-AC1Thanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch.to stay up to date on career opportunities that may be a good fit for you.Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive.As an established but ever-evolving company, you can start - or continue - growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow.Our people-first culture is outlined in our. Check it out to see why many choose to work at Raymond James - and why they stay.