At a Glance
- Tasks: Manage branch operations, assist clients, and support team with various administrative tasks.
- Company: Join a people-first culture at Raymond James, where diversity is celebrated.
- Benefits: Enjoy competitive pay, health benefits, paid time off, and opportunities for growth.
- Other info: Great chance to develop skills and advance your career in a supportive environment.
- Why this job: Be part of a dynamic team making a real impact in the finance industry.
- Qualifications: High school diploma and some experience in the securities industry preferred.
The predicted salary is between 27000 - 33000 £ per year.
Job Description Summary
Job Description
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.
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
Education
Bachelor's - Completed: Accounting, Bachelor's - Completed: Business Administration, Bachelor's - Completed: Finance, High School (HS) - Completed (Required)
- Work Experience
- General Experience - 7 to 12 months
- Travel
- Less than 25%
- Workstyle
- Resident
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.
This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave.
Eligibility for benefits and specific offerings may vary based on position and employment status.
To view more details of the benefits offered, visit Myrjbenefits. com.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.
When associates bring their best authentic selves, our organization, clients, and communities thrive.
The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
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Branch Operations Specialist in Birmingham employer: Raymond James & Associates
Raymond James & Associates provides a supportive work culture that emphasizes professional growth and development. Employees enjoy opportunities to engage in a fast-paced environment while receiving high-touch administrative support to enhance client experiences. The company's commitment to excellence makes it an attractive employer in the financial services sector.
Contact Details:
Raymond James & Associates Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Branch Operations Specialist in Birmingham
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We think you need these skills to ace Branch Operations Specialist in Birmingham
Some tips for your application 🫡
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How to prepare for a job interview at Raymond James & Associates
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Raymond James & Associates.
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Before your interview, reach out to current or former Raymond James & Associates employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
