Branch Operations Specialist
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Before you apply
Salary$45k – $60k
LocationUnknown
Work modeon-site
Typefull-time
SeniorityEntry
ExperienceUp to 12 yrs
EquityIncluded
Company size10,000+ people
PostedOct 27, 2026 · 1w ago
Verified live23h ago
At a glanceSummarised by Seekless from the posting.
Receives and directs visitors and telephone calls; maintains record of inquiries
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
Maintains documentation to cashiering according to compliance requirements
Assists branch management 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
Bachelor's - Completed: Accounting
Bachelor's - Completed: Business Administration
Bachelor's - Completed: Finance
High School (HS) - Completed
General Experience - 7 to 12 months
Travel less than 25%
Benefits
Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Retirement savings
Paid time off
Parental leave
Job Description Summary
Job Description
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.
Education
Bachelor’s - Completed: Accounting, Bachelor’s - Completed: Business Administration, Bachelor’s - Completed: Finance, High School (HS) - Completed (Required)
Work Experience
General Experience - 7 to 12 months
Certifications
Salary Range
$45,000.00-$60,000.00
Travel
Less than 25%
Workstyle
Resident
Benefits
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. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. 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.
About the company
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.
We expect our associates at all levels to:
• 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
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.