Branch Operations Specialist- Saint Petersburg, Fl

Raymond James

Saint Petersburg, Florida, USA
Process money movement of client funds
Process securities transactions
Maintain cashiering documentation
Under general supervision, process money movement of client funds and securities transactions, ensuring compliance with procedures

Job Summary

  • Under general supervision, process money movement of client funds and securities transactions, ensuring compliance with procedures.
  • Assist branch management with audit preparation, client account opening, and client onboarding processes.
  • Provide general administrative support, maintain records, and cross-train on other operational functions as required.

Matching Summary

Under general supervision, process money movement of client funds and securities transactions, ensuring compliance with procedures.

Skills & Requirements

Must-have

  • Process money movement of client funds
  • Process securities transactions
  • Maintain cashiering documentation
  • Support client onboarding

Nice-to-have

  • Develop professional growth
  • Collaborate to achieve outcomes
  • Make prompt, pragmatic choices
  • Take ownership of results
  • Contribute to firm 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

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