Branch Operations Specialist

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.
• Affords assistance to branch managements with audit preparation.
• Affords assistance with opening client accounts by properly completing and submitting required forms.
• Supports client onboarding.
• 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.

Requirements

• 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.

Qualifications

• Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance, High School (HS)

Skills

Not specified

Benefits

• Total compensation 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.

Pay

Commensurate with experience

Schedule

Varies