Branch Operations Specialist-ridgeland, Ms

Chartwell Investment Partners

Ridgeland, Mississippi, US
Process money movement
Process securities transactions
Maintain documentation
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.
  • Assists branch managements with audit preparation and supports client onboarding by properly completing and submitting required forms.
  • At Raymond James, associates are expected to grow professionally, collaborate, make prompt choices, take ownership, and contribute to the continuous evolution of the firm.

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
  • Process securities transactions
  • Maintain documentation
  • Client account opening support

Nice-to-have

  • Develop professionally
  • Collaborate with others
  • Make prompt choices
  • Take ownership
  • Contribute to evolution

Key Requirements

  • High School Diploma or equivalent
  • 1+ years securities industry experience preferred
  • 7 to 12 months general experience

Work Rights

Not specified

Tailored Resume

Cover Letter