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Raymond James · 5 days ago
Branch Operations Specialist
OKC Metro Area
Full-time
Hybrid
Entry Level
1+ years exp
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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 management 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.
Qualification
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Required
High School Diploma or equivalent
Minimum of one (1) years’ experience in industry or related field preferred
General knowledge of company’s working structure, policies, mission, and strategies
General office practices, procedures, and methods
Financial services industry investment concepts, practices, and procedures
Ability to operate standard office equipment and use required software applications
Organizational skills to manage multiple tasks with changing priorities and deadlines
Effective interpersonal communication skills, both orally and in writing
Mathematics skills sufficient for money movement and reporting tasks
Preferred
Experience in the financial services industry
Experience in processing money movement of client funds
Experience in client onboarding
Experience in maintaining documentation to cashiering according to compliance requirements
Experience in assisting with audit preparation
Experience in opening client accounts and completing required forms
Experience in maintaining, processing, and updating files, records, and documents
Experience in inventory management and office supplies distribution
Company
Raymond James
Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.
10,001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1983-07-01IPO· nyse:RJF
Leadership Team
Paul Allison
Chairman, President and Chief Executive Officer
Tash Elwyn
President and CEO
Recent News
2024-06-05
2024-06-05
Business Journals
2024-05-28
Company data provided by crunchbase
