BBF Wealth
Branch Operations Specialist - Annapolis, MD
BBF Wealth, Annapolis, Maryland, United States, 21403
Branch Operations Specialist - Annapolis, MD page is loaded## Branch Operations Specialist - Annapolis, MDlocations:
Annapolis, Maryland - United Statestime type:
Full timeposted on:
Posted 16 Days Agojob requisition id:
R-0008626**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/Previous Experience*** High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources.**Licenses/Certifications*** None**Education**Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance, High School (HS) (Required)**Work Experience**General Experience - 13 months to 3 years**Certifications****Salary Range**$45,000.00-$55,000.00**Travel**Less than 25%**Workstyle**ResidentAt 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 firmAt 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.#LI-AM2Thanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch.to stay up to date on career opportunities that may be a good fit for you.Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive.As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow.Our people-first culture is outlined in our . Check it out to see why many choose to work at Raymond James – and why they stay. #J-18808-Ljbffr
Annapolis, Maryland - United Statestime type:
Full timeposted on:
Posted 16 Days Agojob requisition id:
R-0008626**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/Previous Experience*** High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources.**Licenses/Certifications*** None**Education**Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance, High School (HS) (Required)**Work Experience**General Experience - 13 months to 3 years**Certifications****Salary Range**$45,000.00-$55,000.00**Travel**Less than 25%**Workstyle**ResidentAt 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 firmAt 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.#LI-AM2Thanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch.to stay up to date on career opportunities that may be a good fit for you.Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive.As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow.Our people-first culture is outlined in our . Check it out to see why many choose to work at Raymond James – and why they stay. #J-18808-Ljbffr