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.; 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.

Requirements

High School Diploma or equivalent; one (1) or more years securities industry or related work experience preferred; equivalent combination of experience, education, and/or training as approved by Human Resources; High School (HS)

Nice to have

Bachelor's in Accounting; Bachelor's in Business Administration; Bachelor's in Finance

Benefits

additional compensation (cash or equity); discretionary bonuses; commissions; medical; dental; vision; life insurance; critical illness insurance; accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); parental leave