Branch Operations Specialist

Raymond James

Remote
**
Detail-oriented problem solver
Effective communication skills
Organize and manage multiple tasks
** Raymond James is seeking a Branch Operations Specialist to provide high-quality administrative support to Financial Advisors and their clients. The ideal candidate should be detail-oriented, possess strong communication skills, and thrive 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.
  • Assists with opening client accounts by properly completing and submitting required forms and supports client onboarding.

Matching Summary

Match Score: 75

** Raymond James is seeking a Branch Operations Specialist to provide high-quality administrative support to Financial Advisors and their clients. The ideal candidate should be detail-oriented, possess strong communication skills, and thrive in a fast-paced environment. **

Skills & Requirements

Must-have

  • Detail-oriented problem solver
  • Effective communication skills
  • Organize and manage multiple tasks
  • Process securities transactions
  • Maintain cashiering documentation

Nice-to-have

  • Dynamic and motivated
  • High quality/high touch support
  • Fast-paced work environment

Key Requirements

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

Work Rights

Not specified

Tailored Resume

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