Branch Operations Specialist

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.

According to JobzMall, the average salary range for a Branch Operations Specialist in 4933 Tamiami Trail N, Naples, FL 34103, USA is between $30,000 - $45,000 per year. This range is based on the experience, qualifications, and other factors of the individual in the job role.

Raymond James Financial, Inc. is a holding company, which engages in the provision of financial and investment services. It operates through the following segments: Private Client Group, Capital Markets, Asset Management, and RJ Bank.