Bank of Colorado · 10 hours ago
Financial Registered Branch Associate
Durango, CO
Full-time
Onsite
New Grad, Entry LevelBank of Colorado is seeking a Financial Registered Branch Associate to provide administrative and client services support for the Branch Manager and Financial Advisors. The role involves opening new accounts, maintaining client accounts, and assisting with various administrative tasks.
BankingFinancial ServicesInsuranceVenture Capital
Responsibilities
Opens new accounts, responsible for account updates, processing paperwork and checks, maintenance of client accounts including paper files, printing reports, maintenance of current prospectuses, brochures and forms, ordering supplies, and filing duties
Greets incoming clients and answer phone calls in a professional manner taking care that all calls are directed properly. Assist with customer requests, questions and problems
Mails newsletters, cards and letters to clients. Opens and distributes incoming mail
Keeps up to date on daily changes made at Raymond James Financial Services, Inc
Keeps advertising and correspondence files by submitting requests from Financial Advisors and maintaining current Compliance approvals
Assists with Broker Dealer annual exam. And satellite offices with exams
Assists Branch Manager with personnel and Human Resource issues
Prepares and schedules quarterly sales meetings and monthly conference calls
Regular and reliable attendance
Performs other related duties as assigned by management
Qualification
Required
Provide administrative and client services support for the Branch Manager and Financial Advisors
Opens new accounts, responsible for account updates, processing paperwork and checks, maintenance of client accounts including paper files, printing reports, maintenance of current prospectuses, brochures and forms, ordering supplies, and filing duties
Greets incoming clients and answer phone calls in a professional manner taking care that all calls are directed properly
Assist with customer requests, questions and problems
Mails newsletters, cards and letters to clients
Opens and distributes incoming mail
Keeps up to date on daily changes made at Raymond James Financial Services, Inc
Keeps advertising and correspondence files by submitting requests from Financial Advisors and maintaining current Compliance approvals
Assists with Broker Dealer annual exam
Assists Branch Manager with personnel and Human Resource issues
Prepares and schedules quarterly sales meetings and monthly conference calls
Regular and reliable attendance
Performs other related duties as assigned by management
Knowledge of word and excel programs
Skill in communicating with customers and co-workers in courteous and professional manner
Ability to maintain a high level of confidentiality
Ability to work within strict time constraints and handle multiple tasks simultaneously, be a self-starter
High school graduate or equivalent
Series 7 Securities License
Company
Bank of Colorado
Bank of Colorado is a bank that offering banking, finance, and investment services.
Founded in 1900
201-500 employees
Funding
Current Stage
Growth StageRecent News
2026-01-08
2025-10-21
2025-09-19
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