Summary Under general supervision, uses general knowledge and skills obtained through training and experience to process money movement of client funds. Resolves routine questions and problems and refers more complex issues to a higher level.Receives and directs visitors and telephone calls; Sorts, screens and distributes incoming and outgoing mail. 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. Supports client onboarding. Monitors document status through importing, scanning and submission of documents.

Provides general administrative support to branch management. Maintains inventory, stocks and distributes office supplies. Cross-trains and assists with other operational functions as required. 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 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; 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.medical, dental, and vision life insurance disability benefits retirement savings paid time off (including vacation, holidays, and sick leave) parental leave The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #

📌 Branch Operations Specialist-Florence, Sc (Firenze)
🏢 raymondjames
📍 Firenze