Branch Operations Specialist- Part Time- 24 Hours Per Week

About the role

This position provides operational and administrative support to branch management, handling a variety of duties including client onboarding, securities transactions, cashiering, and general office coordination.

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
• Assists branch managements with audit preparation
• Assists with opening client accounts by properly completing and submitting required forms
• Supports client onboarding
• Monitors document status through importing, scanning and submission of documents
• Provides general administrative support to branch management
• 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

Qualifications

• High School Diploma or equivalent
• 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
• Bachelor's degree in Accounting, Business Administration, or Finance preferred
• General experience: 7 to 12 months
• No licenses or certifications required

Pay

Salary range: $32,000.00–$45,000.00

Schedule

Travel less than 25%; Resident workstyle

Benefits

• Medical, dental, and vision insurance
• Life insurance
• Critical illness insurance and accident insurance
• Disability benefits
• Retirement savings
• Paid time off (including vacation, holidays, and sick leave)
• Parental leave