Under general supervision, uses general knowledge and skills obtained through training and experience to process money movement of client funds
Job Summary
Under general supervision, uses general knowledge and skills obtained through training and experience to process money movement of client funds.
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.
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.
Matching Summary
Under general supervision, uses general knowledge and skills obtained through training and experience to process money movement of client funds.
Skills & Requirements
Must-have
Process money movement
Handle securities transactions
Maintain compliance documentation
Support client onboarding
Nice-to-have
Develop professionally
Collaborate with others
Deliver results
Continuous evolution
Key Requirements
High School Diploma or equivalent
1+ years securities industry experience preferred
Bachelor's degree in Accounting, Business Administration, or Finance preferred