Raymond James
Join to apply for the
Branch Operations Specialist
role at
Raymond James Join to apply for the
Branch Operations Specialist
role at
Raymond James Get AI-powered advice on this job and more exclusive features. Job Summary:
Under general supervision, uses general knowledge and skills obtained through training and experience to process money movement of client funds. General instructions and procedures are provided to perform routine standardized tasks. Resolves routine questions and problems and refers more complex issues to a higher level. 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.
Job Description
Job Summary:
Under general supervision, uses general knowledge and skills obtained through training and experience to process money movement of client funds. General instructions and procedures are provided to perform routine standardized tasks. Resolves routine questions and problems and refers more complex issues to a higher level.
Essential Duties And 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.
Qualifications
Qualifications - External
Company’s working structure, policies, mission, and strategies. General office practices, procedures, and methods. Financial services industry investment concepts, practices and procedures. Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases. Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment. Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels. Use mathematics sufficient to complete money movement and reporting tasks.
Educational/Previous Experience Requirements
High School Diploma or equivalent and prefer a minimum of one (1) years’ experience in industry or related field preferred.
~or~
An equivalent combination of experience, education, and/or training as approved by Human Resources.
Licenses/Certifications
None required.
Education
Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance
Work Experience
General Experience - 7 to 12 months
Certifications
Travel
Less than 25%
Workstyle
Resident
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.
Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
Job function Finance and Sales Referrals increase your chances of interviewing at Raymond James by 2x Get notified about new Branch Operations Specialist jobs in
Ann Arbor, MI . Operations and Franchise Relations Manager
Canton, MI $80,000.00-$90,000.00 1 week ago Operations Specialist - Driver - Ann Arbor, MI
Special Operations Manager (Remote with Travel)
Inkster, MI $83,115.00-$83,115.00 4 days ago Manager, HCS Operations Support - REMOTE
Ann Arbor, MI $60,415.00-$117,809.00 14 hours ago Manager, Regional Operations - Livonia, MI
Medical Operations Manager/ Practice Manager
Retail Operations Manager (University of Michigan)
Senior Operations Manager (Operations Manager I)
Livonia, MI $85,000.00-$110,000.00 2 weeks ago Special Operations Manager (Remote with Travel)
Manager, Personal Lines Operations Process Team (Hybrid)
Livonia, MI $122,800.00-$168,850.00 4 days ago Manager, Sales and Operations - Paid Relocation to Charlotte, NC
Farmington Hills, MI $110,000.00-$130,000.00 1 week ago Farmington Hills, MI $100,000.00-$125,000.00 1 week ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr
Branch Operations Specialist
role at
Raymond James Join to apply for the
Branch Operations Specialist
role at
Raymond James Get AI-powered advice on this job and more exclusive features. Job Summary:
Under general supervision, uses general knowledge and skills obtained through training and experience to process money movement of client funds. General instructions and procedures are provided to perform routine standardized tasks. Resolves routine questions and problems and refers more complex issues to a higher level. 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.
Job Description
Job Summary:
Under general supervision, uses general knowledge and skills obtained through training and experience to process money movement of client funds. General instructions and procedures are provided to perform routine standardized tasks. Resolves routine questions and problems and refers more complex issues to a higher level.
Essential Duties And 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.
Qualifications
Qualifications - External
Company’s working structure, policies, mission, and strategies. General office practices, procedures, and methods. Financial services industry investment concepts, practices and procedures. Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases. Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment. Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels. Use mathematics sufficient to complete money movement and reporting tasks.
Educational/Previous Experience Requirements
High School Diploma or equivalent and prefer a minimum of one (1) years’ experience in industry or related field preferred.
~or~
An equivalent combination of experience, education, and/or training as approved by Human Resources.
Licenses/Certifications
None required.
Education
Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance
Work Experience
General Experience - 7 to 12 months
Certifications
Travel
Less than 25%
Workstyle
Resident
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.
Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
Job function Finance and Sales Referrals increase your chances of interviewing at Raymond James by 2x Get notified about new Branch Operations Specialist jobs in
Ann Arbor, MI . Operations and Franchise Relations Manager
Canton, MI $80,000.00-$90,000.00 1 week ago Operations Specialist - Driver - Ann Arbor, MI
Special Operations Manager (Remote with Travel)
Inkster, MI $83,115.00-$83,115.00 4 days ago Manager, HCS Operations Support - REMOTE
Ann Arbor, MI $60,415.00-$117,809.00 14 hours ago Manager, Regional Operations - Livonia, MI
Medical Operations Manager/ Practice Manager
Retail Operations Manager (University of Michigan)
Senior Operations Manager (Operations Manager I)
Livonia, MI $85,000.00-$110,000.00 2 weeks ago Special Operations Manager (Remote with Travel)
Manager, Personal Lines Operations Process Team (Hybrid)
Livonia, MI $122,800.00-$168,850.00 4 days ago Manager, Sales and Operations - Paid Relocation to Charlotte, NC
Farmington Hills, MI $110,000.00-$130,000.00 1 week ago Farmington Hills, MI $100,000.00-$125,000.00 1 week ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr