Branch Operations Specialist- Boca Raton, Fl

Chartwell Investment Partners

Boca Raton, Florida, 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.
  • 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 our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

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

  • Client-first focus
  • Integrity and independence
  • Continuous evolution
  • Authentic self expression

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