Job Description 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…
The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits …
Skills: Insurance sales, Communication, Interpersonal skills, Microsoft Word, Microsoft Excel
About the Business LexisNexis Risk Solutions is the essential partner in the assessment of risk. Within our Business Services vertical, we offer a multitude of solutions focused on helping businesses of all sizes drive h…
Skills: Sales, Prospecting, Lead generation, Strategic selling, CRM
Job Summary / Objective The Financial Analyst supports financial planning, forecasting, budgeting, reporting, and business analysis activities. This role partners with Finance and business leaders to deliver reporting, f…
Boca Raton, Florida, United States · Remote Solely
Mid level
Essential Job Functions Responsible for abstracting, coding, sequencing and interpreting the clinical information from inpatient, outpatient, emergency department, pro fee, and clinical medical records. Responsible for t…
Skills: Medical coding, DRG/APC reimbursement, Clinical documentation, Health record analysis, HIPAA compliance
Title: Sustainability Associate Location: Boca Raton, FL (Full Time / In Office) About Kayne Anderson Real Estate Kayne Anderson Real Estate is a leading real estate investment firm, managing $22 billion in assets across…
Skills: Sustainability strategy, GRESB reporting, PRI reporting, Energy data management, Energy star portfolio manager
About Rockefeller Capital Management Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefelle…
Skills: Client Service, Account Maintenance, Communication, Organization, Time Management
Job Responsibilities: Manages assignments and projects as assigned. Participates in the daily operations and activities of the Clinical Documentation Improvement (CDI) program to continually enhance documentation. Utiliz…
The Supervisor of Payment Compliance is a vital role within OMH Healthedge Holdings Inc, providing expertise and guidance in revenue cycle management and payor reimbursement. This position leads a team, offering support …
Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Financial Center Manager wil…
Boca Raton, Florida, United States · Remote Solely
$43k–$66k/yr
Senior
Essential Job Functions Monitor, identify and resolve performance/ behavior/ attendance issues using prescribed performance management techniques. Monitor and take action on personnel and disciplinary issues. Conduct per…
Skills: Medical billing, Epic billing, Revenue cycle management, People management, Performance management
About the Business: LexisNexis Risk Solutions is the essential partner in the assessment of risk. Within our Business Services vertical, we offer a multitude of solutions focused on helping businesses of all sizes drive …
Senior Banker - Spanish River Financial Center - Spanish Required
Boca Raton, Florida, United States · On-site
Entry level$3.6B raised
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Active listening, Business acumen, Customer focus, Oral communications, Problem solving
Senior Banker - Mission Bay Financial Center - Spanish Required
Boca Raton, Florida, United States · On-site
Entry level$3.6B raised
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Active listening, Business acumen, Customer focus, Oral communications, Problem solving
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to …
Join the Team Modernizing Medicine At ModMed, we’re not just building software—we’re reimagining the healthcare experience. Founded in 2010 by a practicing physician and a successful tech entrepreneur, we took a radicall…
Relationship Banker - Spanish River Financial Center - Spanish Requireed
Boca Raton, Florida, United States · On-site
Entry level$3.6B raised
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Relationship Banker - Mission Bay Financial Center - Spanish Required
Boca Raton, Florida, United States · On-site
Entry level$3.6B raised
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Adaptability, Business Acumen, Customer Focus, Oral Communications, Problem Solving
Summary: The Strategic Sourcing and Procurement teams drive immense value to ADT’s business. Come join this ambitious and passionate team and make an impact at a company that provides safety to millions of people every s…
Description As a Staff Accountant/Bookkeeper (Business Advisor) you will perform bookkeeping services for a variety of individual and business clients in a variety of industries. Providing the highest level of service an…
Skills: Bookkeeping, Accounting, Payroll processing, General ledger reconciliation, Accounts payable
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Full-time
high school, bachelor degree
Medical insurance, Dental insurance, Vision insurance, Life insurance, Critical illness insurance, Accident insurance
Posted 2d ago
~40 hrs/week
Responsibilities
The coordinator processes client money movements, securities transactions, and assists with account onboarding and audit preparation. They also provide general administrative support, manage office supplies, and maintain accurate records for branch management.
Requirements
Candidates should have a high school diploma or equivalent and at least one year of experience in the securities industry or a related field. A bachelor's degree in accounting, business administration, or finance is also noted as relevant education.
Full job description
Job Description 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.
Job Description
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 otherdocuments.
Maintains inventory, stocks and distributes officesupplies.
Cross-trains and assists with other operational functions asrequired.
Performs other duties and responsibilities asassigned.
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
Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance
Work Experience
General Experience - 7 to 12 months
Certifications
Travel
Less than 25%
Workstyle
Resident
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 Myrjbenefits.com.
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.
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF).
Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023).
Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
Offices: 880 Carillon Parkway, St. Petersburg, Florida 33716, US
Personal InvestingCapital Marketsand BankingWealth ManagementMortgageFinanceImpact InvestingLegalAdviceConsulting
Frequently asked questions
How many Finance & Accounting jobs are open in Boca Raton, FL right now?
There are currently 372 open finance & accounting positions in Boca Raton, FL listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Finance & Accounting roles in Boca Raton, FL?
Companies currently hiring include Omega Healthcare Solutions, LLC, Omega Healthcare Management Services, The GEO Group, Inc., Kaufman Rossin, Windward Risk Managers, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Finance & Accounting jobs in Boca Raton, FL?
Yes — 152 of the 372 open finance & accounting positions offer remote or hybrid work (73 remote, 79 hybrid).
How do I apply for Finance & Accounting jobs in Boca Raton, FL?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.