Branch Operations Specialist
| Company | Raymond James Financial |
|---|---|
| Location | Little Rock, AR, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Junior |
Requirements
- Knowledge of Company’s working structure, policies, mission, and strategies.
- Knowledge of General office practices, procedures, and methods.
- Knowledge of Financial services industry investment concepts, practices and procedures
- Ability to operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
- Ability to organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
- Ability to use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.
- Ability to use mathematics sufficient to complete money movement and reporting tasks.
Responsibilities
- Receives and directs visitors and telephone calls; maintains record of inquiries, as required.
- Sorts, screens and distributes incoming and outgoing mail.
- Processes money movement of funds, disbursements and check delivery.
- 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.
- Maintains documentation to cashiering according to compliance requirements.
- Assists branch managements with audit preparation.
- Assists with opening client accounts by properly completing and submitting required forms.
- 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.
- Cross-trains and assists with other operational functions as required.
- Performs other duties and responsibilities as assigned.
Preferred Qualifications
- High School Diploma or equivalent and prefer a minimum of one (1) years’ experience in industry or related field preferred.
- Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance.