Branch Operations Specialist - Fort Myers, FL
Company: Raymond James Financial, Inc.
Location: Fort Myers
Posted on: January 20, 2023
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Job Description:
**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:***
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.**Job:** Administrative & Support Services**Primary
Location:** US-FL-Fort Myers-Ft. Myers**Organization**
Eastern**Schedule** Full-time**Job Shift** Day Job**Travel**
No**Req ID:** 2204176
Keywords: Raymond James Financial, Inc., Fort Myers , Branch Operations Specialist - Fort Myers, FL, Other , Fort Myers, Florida
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