Branch Services Associate

Our client is seeking a Branch Service Associate (BSA) to join their corporate office in the River Oaks area of Houston.

About the role

The Branch Service Associate is responsible for internal financial items, office management, greeting and assisting clients and visitors to the office, as well as answering phones. The ideal candidate enjoys talking to people and is also highly organized and attentive to detail. This is a fully onsite, open-ended contract opportunity with a schedule of Monday - Friday, 8AM-5PM.

Responsibilities

• Performs daily cash management functions, including but not limited to: disbursing checks, EFTs, incoming stock certificates, wires, journals, and check deposits.
• Processes correspondence and keeps files of incoming and outgoing correspondence.
• Completes new account process and filing.
• Maintains New Account E-Filing system.
• Manages client meeting conference rooms and schedules.
• Greets clients and other visitors.
• Processes Managed account fee billing setups, as well as account coding for managed account services.
• Trains fellow employees on the Firm's operational procedures.
• Maintains risk awareness and regulatory knowledge.
• Answers incoming phone calls and directs messages.
• Identifies unmet office needs and provides suggestions for process improvements.

Requirements

• Proficient in Microsoft Office (Excel, Word, and PowerPoint).
• Detail-oriented with strong organizational abilities.
• Flexibility, ability to prioritize, and willingness to adapt to changes in job duties as needed.
• Courteous, personable, approachable, and professional in all relationships.
• Ability to interact with individuals at all levels internally.
• Can be trusted to keep sensitive/confidential information secure and maintain discretion.

Benefits

Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility.

Beacon Hill is an equal opportunity employer.