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Branch Operations Specialist

Raymond James

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Location:
United States , Greenwood, Indiana

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Category:

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Contract Type:
Not provided

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Salary:

Not provided

Job Description:

Job Description Summary

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
  • 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

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
  • Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance, High School (HS) (Required)
  • General Experience - 7 to 12 months

Additional Information:

Job Posted:
March 11, 2026

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:

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