Part-Time Branch Operations Specialist-Anniston, AL

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

Work Experience

Certifications

Travel

Workstyle

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 .

At Raymond James our associates use five guiding behaviors (Develop Collaborate Decide Deliver Improve) to deliver on the firms 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.