Branch Operations Specialist

Raymond James - Panama City, FL

Full-time

Panama City, FL

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The position involves processing money movement of client funds under general supervision. The role requires the use of general knowledge and skills obtained through training and experience to perform routine standardized tasks. Employees in this position will resolve routine questions and problems, referring more complex issues to higher levels of management. The job is primarily administrative and supports the branch management in various operational functions. Key responsibilities include receiving and directing visitors and telephone calls, maintaining records of inquiries, sorting and distributing incoming and outgoing mail, and processing money movement of funds, disbursements, and check deliveries. The employee will also be responsible for transmitting and receiving messages with the home office, processing securities transactions, and ensuring compliance with documentation requirements. Additionally, the role involves assisting branch management with audit preparation, supporting client onboarding, monitoring document status, and providing general administrative support. The employee will maintain, process, and update files, records, and other documents, manage inventory, and assist with other operational functions as required. The position may also involve cross-training in various operational tasks and performing other duties as assigned.

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 management 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.
• Prefer a minimum of one (1) years' experience in industry or related field.
• Knowledge of the company's working structure, policies, mission, and strategies.
• Understanding of general office practices, procedures, and methods.
• Familiarity with financial services industry investment concepts, practices, and procedures.
• Ability to operate standard office equipment and use required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
• Strong organizational skills to manage and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
• Effective communication skills, both orally and in writing, with all organizational levels.
• Mathematical skills sufficient to complete money movement and reporting tasks.