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Receptionist (Houston, TX)

Company

Raymond James Financial, Inc.

Location

Houston, TX

Posted

June 29, 2026

Position Overview

**Responsibilities:**

+ Receives and directs visitors and telephone calls; maintains record of inquiries, asrequired.
+ Sorts, screens and distributes incoming and outgoingmail.
+ Processes money movement of funds, disbursements and checkdelivery.
+ Transmits and receives messages with homeoffice.
+ Processessecuritiestransactions,includingtransmittingorders,cancellationandcorrectionoforders and, ensuring delivery to home office according to proper mailing procedures with confirmation of receipt.
+ Maintains documentation to cashiering according to compliancerequirements.
+ Assists branch managements with auditpreparation.
+ Assists with opening client accounts by properly completing and submitting requiredforms.
+ Supports clientonboarding.
+ Monitors document status through importing, scanning and submission ofdocuments.
+ Provides general administrative support to branchmanagement.
+ Maintains, processes and updates files, records and otherd...

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