At a Glance
- Tasks: Process client funds, manage inquiries, and support branch operations.
- Company: Join a people-first culture at Raymond James, a leading financial services firm.
- Benefits: Enjoy competitive pay, health benefits, and paid time off.
- Other info: Dynamic work environment with opportunities for professional growth.
- Why this job: Gain valuable experience in finance while making a real impact in your community.
- Qualifications: High school diploma and some experience in the securities industry preferred.
The predicted salary is between 20250 - 24750 £ per year.
Job Description 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.
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: Accounting, Bachelor's: Business Administration, Bachelor's: Finance, High School (HS) (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)
- 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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Part-Time Branch Operations Specialist-Birmingham, AL employer: raymondjames
Raymond James is an exceptional employer that prioritises employee growth and development, offering comprehensive training and support for Financial Client Services Associates. With a collaborative work culture that values clear communication and teamwork, employees enjoy a dynamic environment in which they can thrive while providing high-quality service to clients. Located in a vibrant area, the company also provides unique benefits that enhance work-life balance, making it a rewarding place to build a career.
StudySmarter Expert Advice🤫
We think this is how you could land Part-Time Branch Operations Specialist-Birmingham, AL
✨Connect with Campus Reps
If you're looking for part-time work in banking, try to connect with your university's career services and campus representatives from banks. They often host recruitment events or provide exclusive job listings, which can give you a leg up in the application process.
✨Get Involved in Financial Societies
Join finance or investment clubs at your university. These societies not only provide fantastic networking opportunities but also often collaborate with financial institutions for internships or part-time roles, making it easier for us to land those positions.
✨Use LinkedIn for Hidden Gems
Keep an eye on LinkedIn for part-time opportunities at banks, specifically targeting roles like customer service or administrative support. Companies like raymondjames often post openings there first, so be on the lookout and don’t forget to engage with their content!
✨Showcase Your Skills Directly
When applying for a part-time role, consider creating a simple portfolio that highlights your finance-related skills or projects. Whether it's a personal finance blog, a financial analysis you've done, or any relevant coursework, having this ready can impress hiring managers at raymondjames.
We think you need these skills to ace Part-Time Branch Operations Specialist-Birmingham, AL
Some tips for your application 🫡
Show Off Your Numbers Game:In the banking and financial services world, it's all about numbers. Highlight any relevant coursework, grades, or certifications, like AAT or CFA, on your CV. If you can point to specific projects or tasks where you managed finances or analysed data, that's a big plus!
Tailor Your Cover Letter to Us:When writing your cover letter, don’t just reiterate your CV. Tell us why you want to work at raymondjames and how this part-time role fits into your career goals. Map your skills and experiences directly to the job spec, and don’t forget to weave in any technical skills you have, like experience with financial software!
Marry Experience with Availability:Since this is part-time, it’s super important to state your availability clearly in your application. Highlight any previous work experience, even if it's not directly in finance, that shows your reliability and ability to juggle various commitments. Flexibility can be a real asset!
Keep It Professional Yet Personal:While you want to keep a professional tone, don’t be afraid to inject a bit of your personality into your application. Especially for a part-time role, we’re looking for someone who's not just skilled but also a good fit for the team at raymondjames. A little light-heartedness can go a long way!
How to prepare for a job interview at raymondjames
✨Brush Up on Your Numbers
For a role in banking and financial services, you’ll likely encounter numerical tests that gauge your analytical skills. So, let’s whip out those maths skills! Practise mental arithmetic and get comfy with basic financial concepts; this'll really help you shine during the assessment stages.
✨Know Your Financial Products
Knowing your stuff about the various financial products and services is crucial. Be prepared to discuss topics like loans, mortgages, investment funds, and credit options. Having a finger on the pulse of current market trends and economic events can also give you an edge—the interviewers will appreciate your insight!
✨Flexibility and Commitment are Key
Since you're aiming for a part-time position, emphasise your flexibility and willingness to commit your time effectively. Highlight your ability to balance studies or other commitments while delivering results at work. This kind of attitude can set you apart from the competition.
✨Showcase Your Portfolio of Experience
Even though it’s a part-time role, companies want to see your motivation and past experience. Bring examples of relevant projects or roles, including internships or coursework that demonstrate your understanding and passion for banking and finance. The more tangible your examples, the more convincing you’ll be!
