Raymond James · 4 months ago
Branch Operations Specialist- Orlando, FL
Orlando, Florida - United States
Full-time
Onsite
Entry Level
1+ years expRaymond James is a financial services firm seeking a Branch Operations Specialist. The role involves performing routine tasks in Branch Financial Services/Banking, ensuring accuracy in data entry, and providing excellent customer service to clients.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
Responsibilities
Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility
Ensure a positive experience for clients by having courteous interactions with them
Receive visitors and assist with various requests for information, referring more complex matters to colleagues
Use standard office software to carry out basic formatting of letters, memoranda, and routine reports
Carry out standard customer service activities and handle simple customer inquiries
Organize own work schedule each day in line with changing priorities
Carry out simple sales support tasks and provide help to others
Help manage internal client relationships by carrying out simple procedural tasks
Support others by carrying out simple financial monitoring tasks
Extract relevant data from information provided by others, and input it into spreadsheets or standard formats
Create, organize, and maintain files containing the correspondence and records of a senior colleague
Provide an efficient counter service by carrying out standard branch operations tasks and informing customers about simple products
Qualification
Required
Bachelor's: Business Administration
Bachelor's: Finance
High School (HS)
General Experience - 7 to 12 months
Company
Raymond James
Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$1.5B2025-09-09Post Ipo Debt· $1.5B
1983-07-01IPO
Leadership Team
Paul Shoukry
Chief Executive Officer
James Sickling
COO - Fixed Income
Recent News
Private Banker International
2026-01-17
2026-01-16
2026-01-16
Company data provided by crunchbase