Raymond James

Branch Operations Specialist (Destin, FL)

Destin, Florida - United States, USA

Sponsorship not specifiedDetected 2 days ago

Accounting

About the role

Job Description Summary Under general supervision, uses general knowledge and skills obtained through training and experience to process money movement of client funds.
When associates bring their best authentic selves, our organization, clients, and communities thrive.

Supports client onboarding.
Monitors document status through importing, scanning and submission of documents.
Provides general administrative support to branch management.
Maintains, processes and updates files, records and other documents.
Maintains inventory, stocks and distributes office supplies.
Maintains documentation to cashiering according to compliance requirements.

Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance, High School (HS) (Required)
maintains record of inquiries, as required.
Assists with opening client accounts by properly completing and submitting required forms.
Cross-trains and assists with other operational functions as required.
Finance, High School (HS) (Required)

Job Description Summary
Resolves routine questions and problems and refers more complex issues to a higher level.

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.
Eligibility for benefits and specific offerings may vary based on position and employment status.
To view more details of the benefits offered, visit Myrjbenefits.com.
Transmits and receives messages with home office.
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.

Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm

This listing is sourced directly from Raymond James's careers page and normalized into a canonical job model.