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Raymond JamesPosted 1 month ago

Branch Operations Specialist- Part Time- 24 Hours Per Week

$32,000–$45,000 year

On-sitePeoria Heights, Illinois, United States

Part TimeLargeFinancial Services

Job Summary

Receives and directs visitors and telephone calls; maintains records of inquiries. Sorts, screens, and distributes incoming and outgoing mail. Processes money movements, disbursements, and check delivery. Transmits and receives messages with the home office. Processes securities transactions, including transmitting orders, cancellations, and corrections. Maintains documentation for cashiering according to compliance requirements. Assists branch management with audit preparation and client account openings. Supports client onboarding by completing and submitting required forms. Monitors document status through importing, scanning, and submission. Maintains inventory and stocks office supplies. Performs other duties as assigned.

Required Qualifications

  • High School (HS)
  • Less than 25% Travel
  • Resident

Desired Qualifications

  • one (1) or more years securities industry or related work experience
  • Bachelor's: Accounting
  • Bachelor's: Business Administration
  • Bachelor's: Finance

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