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Raymond James · 1 day ago

Branch Operations Specialist

Ann Arbor, MI

Full-time

Onsite

Entry Level

1+ years exp

Raymond James is a financial services firm that values integrity and client-first principles. They are seeking a Branch Operations Specialist to process money movement of client funds and provide general administrative support to branch management.

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

Qualification

Financial services knowledgeOffice equipment operationMathematics for reportingOrganizational skillsEffective communication

Required

Company's working structure, policies, mission, and strategies

General office practices, procedures, and methods

Financial services industry investment concepts, practices and procedures

Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases

Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment

Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels

Use mathematics sufficient to complete money movement and reporting tasks

General Experience - 7 to 12 months