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Job Description

Job 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.

Essential Duties and 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.

Qualifications - External

Qualifications:

• Company’s working structure, policies, mission, and strategies.

• General office practices, procedures, and methods.

• Financial services industry investment concepts, practices and procedures.

• Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.

• Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.

• Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.

• Use mathematics sufficient to complete money movement and reporting tasks.

Educational/Previous Experience Requirements:

• High School Diploma or equivalent and prefer a minimum of one (1) years’ experience in industry or related field preferred.

~or~

• An equivalent combination of experience, education, and/or training as approved by Human Resources.

Licenses/Certifications:

• None required.

Education

General Equivalency Diploma (GED), High School (HS) (Required)

Work Experience

General Experience - 7 to 12 months

Certifications

Travel

Less than 25%

Workstyle

Resident

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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