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Raymond James · 3 hours ago

Branch Operations Specialist- Orlando, FL

Orlando, FL

Full-time

Onsite

New Grad, Entry Level

0+ years exp

Raymond James is a leading financial services firm, and they are seeking a Branch Operations Specialist. The role involves performing routine tasks in Branch Financial Services and Banking, ensuring positive client experiences, and supporting various operational and customer service activities.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management

Growth Opportunities

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

Data entryCustomer serviceOffice software proficiencySales supportFinancial monitoringData analysisVerbal communicationOrganizational skillsProblem-solving