Branch Ops Specialist – Client Onboarding & Admin

Raymond James Financial, Inc.; Scottsdale (AZ); On-site; USD 36,000 - 56,000; Full time

Job summary

Raymond James Financial, Inc. in Scottsdale, AZ is seeking an administrative associate to support branch operations. You will direct visitors and calls, manage mail, and handle cash movement and securities documentation for home office delivery.

The role contributes to client onboarding and account opening processes while maintaining compliance records. The ideal candidate has a high school diploma and 1+ year experience in securities or related work; training by Human Resources will guide

Qualifications

• High School Diploma or equivalent; securities industry experience preferred.
• 1+ year securities industry or related work experience preferred, or an equivalent combination of experience and training.

Responsibilities

• Receives and directs visitors and telephone calls; maintains record of inquiries.
• Distributes incoming and outgoing mail; screens communications.
• Processes money movement of funds, disbursements and check delivery.
• Transmits and receives messages with home office.
• Processes securities transactions, including orders, cancellations and corrections, with delivery to home office.
• Maintains cashiering documentation according to compliance requirements.
• Assists branch management with audit preparation.
• Assists with opening client accounts by submitting required forms.
• Supports client onboarding and document verification.
• Monitors document status through importing, scanning and submission of documents.
• Provides general administrative support to branch management.
• Maintains and updates files and records.
• Maintains inventory and office supplies.
• Cross-trains and assists with other operational functions.

Skills

Administrative support

Document management

Customer onboarding

Communication

Education

High School Diploma or equivalent

Job description

Raymond James Financial, Inc. in Scottsdale, AZ is seeking an administrative associate to support branch operations. You will direct visitors and calls, manage mail, and handle cash movement and securities documentation for home office delivery.

The role contributes to client onboarding and account opening processes while maintaining compliance records. The ideal candidate has a high school diploma and 1+ year experience in securities or related work; training by Human Resources will guide