- Raymond James Financial, Inc. (Sarasota, FL)
- …Maintains documentation to cashiering according to compliance requirements. * Assists branch managements with audit preparation. * Assists with opening client ... scanning and submission of documents. * Provides general administrative support to branch management. * Maintains, processes and updates files, records and other… more
- Truist (Englewood, FL)
- …or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist . 4. Understand the importance of Integrated ... clients and prospects. Handles proportionate volume of work based on branch demands. QUALIFICATIONS Required Qualifications: The requirements listed below are… more