Client Onboarding & Operations Specialist

Raymond James; Jackson (AL); On-site; USD 35,000 - 55,000; Full time

Benefits offered by this job

Benefits package including medical, --

Job summary

Raymond James is seeking an administrative assistant in Jackson, AL to support money movement of client funds, handle inquiries, and assist branch management. The role involves opening client accounts, onboarding, mail handling, and audit preparation, with responsibilities spanning records management and daily office operations.

Qualifications include High School, 7–12 months of general experience, and up to 25% travel.

Qualifications

• High School (HS) is required.
• 7 to 12 months general experience.
• Resident work style.
• Less than 25% travel.

Responsibilities

• Receives and directs visitors and telephone calls; maintains inquiry records.
• Processes money movement of funds, disbursements and check delivery.
• Transmits/receives messages with home office and processes securities transactions as needed.
• Maintains documentation to cashiering per compliance and supports onboarding.
• Provides general administrative support and assists with audits.

Job description

Raymond James is seeking an administrative assistant in Jackson, AL to support money movement of client funds, handle inquiries, and assist branch management. The role involves opening client accounts, onboarding, mail handling, and audit preparation, with responsibilities spanning records management and daily office operations.

Qualifications include High School, 7–12 months of general experience, and up to 25% travel.