30 ago
|
raymondjames
|
Firenze
30 ago
raymondjames
Firenze
ph3Job Description Summary /h3pUnder 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. /ph3Job Description /h3h3Responsibilities: /h3ulliReceives and directs visitors and telephone calls; maintains record of inquiries, as required. /liliSorts, screens and distributes incoming and outgoing mail. /liliProcesses money movement of funds, disbursements and check delivery. /liliTransmits and receives messages with home office. /liliProcesses 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. /liliMaintains documentation to cashiering according to compliance requirements. /liliAssists branch managements with audit preparation. /liliAssists with opening client accounts by properly completing and submitting required forms. /liliSupports client onboarding. /liliMonitors document status through importing, scanning and submission of documents. /liliProvides general administrative support to branch management. /liliMaintains, processes and updates files, records and other documents. /liliMaintains inventory, stocks and distributes office supplies. /liliCross-trains and assists with other operational functions as required. /liliPerforms other duties and responsibilities as assigned. /li /ulh3Education/Previous Experience /h3pHigh 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. /ph3Licenses/Certifications /h3pNone /ph3Education /h3pBachelor's: Accounting, Bachelor's:
Business Administration, Bachelor's: Finance, High School (HS) (Required) /ph3Work Experience /h3pGeneral Experience - 7 to 12 months /ph3Travel /h3pLess than 25% /ph3Workstyle /h3pResident /ppThe 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. /pullimedical, dental, and vision /lililife insurance /lilicritical illness insurance and accident insurance /lilidisability benefits /liliretirement savings /lilipaid time off (including vacation, holidays, and sick leave) /liliparental leave /li /ulpAt 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. /ph3Guiding Behaviors and Values /h3ulliGrow professionally and inspire others to do the same /liliWork with and through others to achieve desired outcomes /liliMake prompt, pragmatic choices and act with the client in mind /liliTake ownership and hold themselves and others accountable for delivering results that matter /liliContribute to the continuous evolution of the firm /li /ulpWhen associates bring their best authentic selves, our organization, clients, and communities thrive. /ppThe Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. /pp#LI-DG1 /p /p #J-18808-Ljbffr
📌 Branch Operations Specialist-Florence, SC (Firenze)
🏢 raymondjames
📍 Firenze