Branch Operations Specialist

Raymond James

Remote
Fully remote
Detail-oriented problem solver
Effective communication skills
Organize and manage multiple tasks
Raymond James is seeking a motivated Branch Operations Specialist to provide high-quality administrative support in a remote setting. The ideal candidate will possess strong communication skills, organizational abilities, and a detail-oriented approach to managing multiple tasks in a fast-paced environment

Job Summary

  • This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members.
  • The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
  • The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.

Matching Summary

Match Score: 85

Raymond James is seeking a motivated Branch Operations Specialist to provide high-quality administrative support in a remote setting. The ideal candidate will possess strong communication skills, organizational abilities, and a detail-oriented approach to managing multiple tasks in a fast-paced environment.

Skills & Requirements

Must-have

  • Detail-oriented problem solver
  • Effective communication skills
  • Organize and manage multiple tasks
  • Process money movement
  • Process securities transactions

Nice-to-have

  • High quality/high touch support
  • Fast-paced work environment
  • Cross-train and assist with operations

Key Requirements

  • High School Diploma or equivalent
  • 1+ years securities industry or related work experience preferred
  • General Experience - 7 to 12 months

Work Rights

Not specified

Tailored Resume

Cover Letter