Branch Operations Specialist

Willenborg Wealth Management

Remote
Fully remote
Detail-oriented problem solver
Effective communication skills
Manage multiple tasks
Raymond James is seeking a Branch Operations Specialist to provide critical administrative support in a remote capacity. The ideal candidate will possess strong communication skills and the ability to manage 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.
  • Processes money movement of funds, disbursements and check delivery, and securities transactions, including transmitting orders, cancellation and correction of orders.
  • The position is eligible for a benefits package that may include medical, dental, and vision; life insurance; and retirement savings.

Matching Summary

Match Score: 85

Raymond James is seeking a Branch Operations Specialist to provide critical administrative support in a remote capacity. The ideal candidate will possess strong communication skills and the ability to manage multiple tasks in a fast-paced environment.

Skills & Requirements

Must-have

  • Detail-oriented problem solver
  • Effective communication skills
  • Manage multiple tasks
  • Fast-paced work environment
  • Securities transaction processing

Nice-to-have

  • Client-first approach
  • Integrity and independence
  • Long-term view
  • Develop, Collaborate, Decide, Deliver, Improve

Key Requirements

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

Work Rights

Not specified

Tailored Resume

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