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Raymond James · 1 day ago

Branch Operations Specialist - Annapolis, MD

Annapolis, MD

Full-time

Onsite

Entry Level

$45K/yr - $55K/yr

1+ years exp

Raymond James is a financial services firm, and they are seeking a Branch Operations Specialist. The role involves providing administrative support, processing transactions, and assisting with client onboarding while ensuring compliance with regulations.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management

Growth Opportunities

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 managements 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