Branch Operations Specialist Job at Raymond James (Greenwood, Indiana)

Branch Operations Specialist

Under general supervision, uses general knowledge and skills obtained through tr...

Location

United States , Saint Petersburg

Salary:

Not provided

Raymond James

Expiration Date

Until further notice

Requirements

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
None (Licenses/Certifications)
Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance (Education)
General Experience - 7 to 12 months (Work Experience)
Less than 25% (Travel)

Job Responsibility

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

Fulltime

Branch Operations Specialist

Under general supervision, uses general knowledge and skills obtained through tr...

Location

United States , Ann Arbor

Salary:

Not provided

Raymond James

Expiration Date

Until further notice

Requirements

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
High School Diploma or equivalent and prefer a minimum of one (1) years’ experience in industry or related field preferred
An equivalent combination of experience, education, and/or training as approved by Human Resources

Job Responsibility

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 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

Fulltime

Branch Operations Specialist

Under general supervision, uses general knowledge and skills obtained through tr...

Location

United States , Little Rock

Salary:

Not provided

Raymond James

Expiration Date

Until further notice

Requirements

High School Diploma or equivalent
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

Job Responsibility

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
maintains documentation to cashiering according to compliance requirements
assists branch managements with audit preparation
assists with opening client accounts
supports client onboarding

Fulltime

Branch Operations Specialist

Under general supervision, uses general knowledge and skills obtained through tr...

Location

United States , Orlando

Salary:

Not provided

Raymond James

Expiration Date

Until further notice

Requirements

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

Job Responsibility

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

Parttime

Branch Operations Specialist

Under general supervision, uses general knowledge and skills obtained through tr...

Location

United States , Ridgeland

Salary:

Not provided

Raymond James

Expiration Date

Until further notice

Requirements

High School Diploma or equivalent
One (1) or more years securities industry or related work experience preferred
Equivalent combination of experience, education, and/or training as approved by Human Resources
General Experience - 7 to 12 months

Job Responsibility

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 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

Fulltime

New

Operations Specialist

An Operations Specialist at American Food & Vending will support Refreshment Ser...

Location

United States , Phoenixville

Salary:

22.00 - 23.00 USD / Hour

American Food & Vending

Expiration Date

Until further notice

Requirements

Ability to work independently and collaboratively in a fast-paced warehouse and office environment
Proficiency with Microsoft Office applications, including Excel, Word, and Outlook
Experience using RF scanners, inventory systems, warehouse management software, or computerized inventory programs preferred
Strong attention to detail, organizational skills, and ability to accurately complete paperwork and maintain records
Valid driver's license with a clean driving record required
Must be able to obtain and maintain a valid Medical Examiner's Certificate (DOT Medical Card) as required by FMCSA regulations
Ability to lift up to 40 lbs., perform bending, walking, driving, and standing for extended periods, and safely operate pallet jacks and warehouse equipment
Demonstrated reliability, professionalism, and commitment to workplace safety

Job Responsibility

Conduct physical inventory counts at customer locations, branch facilities, and warehouses, ensuring inventory accuracy and proper documentation
Utilize RF scanners, inventory management software, and computer systems to track inventory movements, reconcile discrepancies, and maintain accurate records
Receive, inspect, stock, and organize incoming products and supplies, ensuring proper product rotation and inventory control procedures
Monitor product expiration dates and assist with inventory audits to maintain product quality and compliance standards
Assist route drivers by accurately loading daily orders onto delivery vehicles, verifying order contents, and maintaining organization
Transport operational documents, reports, and other business materials between branch locations as required
Perform general administrative duties including data entry, filing, record maintenance, report preparation, and completion of operational paperwork
Utilize Microsoft Office applications including Excel, Word, Outlook, and other business software to support daily operations
Operate pallet jacks and other approved warehouse equipment safely and efficiently
Maintain warehouse cleanliness through sweeping, organizing inventory, removing trash, and supporting overall facility upkeep

What we offer

Weekly Pay
401K with company match
Delicious employee meal and beverage during your shift
Employee Referral Bonus Program
Employee Assistance Program
Some positions may include flexible hours and shifts
Eligible employees offered Medical, Prescription, Dental, and Vision Plans
Uniforms and Safety Shoes provided
Learning and Advancement opportunities

Fulltime

Training Operations Specialist

The Training Operations Specialist plays a critical role in the operational exec...

Location

United States , Richardson

Salary:

Not provided

Associa

Expiration Date

Until further notice

Requirements

Bachelor's degree preferred in Business Administration, Communications, Education, Project Management, or related field
Associate degree or equivalent experience considered with a strong operational background
2–4 years of experience in program operations, project coordination, customer enablement, or similar operational support role in a corporate environment
Experience managing complex schedules, multiple concurrent workstreams, and cross-functional coordination activities
Training coordination and familiarity with LMS are strongly preferred
Experience in SaaS, tech, healthcare, implementation, or customer success environments is a plus
Exceptional organizational skills with strong attention to detail and operational accuracy
Ability to manage multiple priorities and shifting timelines in fast-paced environments
Strong communication and stakeholder coordination skills
Comfortable working with LMS platforms, scheduling systems, project management tools, spreadsheets, and collaboration platforms

Job Responsibility

Own and manage end-to-end training deployment schedules across Transformation and Organic Growth initiatives
Coordinate overlapping training programs, learning plans, and implementation timelines to ensure seamless execution across concurrent workstreams
Maintain training calendars, deployment trackers, branch readiness overviews, milestones, and operational timelines
Partner with facilitators and L&D leadership to coordinate facilitator scheduling, availability, and session readiness
Monitor dependencies, schedule changes, and deployment risks to maintain alignment with implementation timelines and business priorities
Serve as a central operational liaison between facilitators, internal stakeholders, and learner groups
Schedule and manage all training sessions, cohorts, and learning assignments within the LMS
Partner with the LMS Administrator to validate learner rosters, learner assignments, and system readiness prior to deployment
Collaborate with LMS Administrator to ensure learner pathways, LMS assignments, and learner enrollments align with deployment timelines and training requirements
Troubleshoot scheduling and learner access issues related to LMS functionality and session setup

Fulltime

Sr Learning Specialist - Operations

The Sr Learning Specialist (Facilitator - Operations) is primarily responsible f...

Location

United States , Richardson

Salary:

Not provided

Associa

Expiration Date

Until further notice

Requirements

Bachelors Degree Preferred
3 – 5 years of training or related experience
3 – 5 years of industry or equivalent experience
Knowledge of Microsoft Office products (Outlook, Excel, Word, Power Point, etc.) at a proficient level
Conflict resolution skills
Polished public speaking
Exceptional communication skills (phone, interpersonal, written, verbal, etc.)
Professional appearance and conduct
Professional customer service skills
Project Management at a proficient level

Job Responsibility

Gather information from SME and design content and training materials for classroom, web, and online learning
Develop assessment tools to evaluate the impact of employee training
Develop assessment tools to evaluate the effectiveness of the training program
Interface with home office, branch and CSSC leadership to include directors, managers, and supervisors as necessary in the development and production of training products and tools
Facilitate and deliver trainings in a virtual or live environment
Catalog and maintain training documents
Develop curriculum for Train the Trainer sessions for new Training Consultants and Branch Trainers
Other duties as assigned
Travel required – approximately 50%

Fulltime

Select Country

Branch Operations Specialist

Job Description

Job Responsibility

Requirements

Looking for more opportunities?

Branch Operations Specialist

Branch Operations Specialist

Branch Operations Specialist

Branch Operations Specialist

Branch Operations Specialist

Branch Operations Specialist

Operations Specialist

Training Operations Specialist

Sr Learning Specialist - Operations

Our AI answers in your language