Job Information
Raymond James Financial, Inc. Branch Operations Specialist- (Part-time/25-30hrs) in Orlando, Florida
Responsibilities:
Receives and directs visitors and telephone calls; maintains record of inquiries, asrequired.
Sorts, screens and distributes incoming and outgoingmail.
Processes money movement of funds, disbursements and checkdelivery.
Transmits and receives messages with homeoffice.
Processessecuritiestransactions,includingtransmittingorders,cancellationandcorrectionoforders and, ensuring delivery to home office according to proper mailing procedures with confirmation of receipt.
Maintains documentation to cashiering according to compliancerequirements.
Assists branch managements with auditpreparation.
Assists with opening client accounts by properly completing and submitting requiredforms.
Supports clientonboarding.
Monitors document status through importing, scanning and submission ofdocuments.
Provides general administrative support to branchmanagement.
Maintains, processes and updates files, records and otherdocuments.
Maintains inventory, stocks and distributes officesupplies.
Cross-trains and assists with other operational functions asrequired.
Performs other duties and responsibilities asassigned.
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