Part-Time Branch Operations Specialist (25 Hours Per Week)

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; General Experience - 7 to 12 months; or an equivalent combination of experience, education, and/or training as approved by Human Resources; High School (HS) (Required)

Nice to have

One (1) or more years securities industry or related work experience preferred; Bachelor's in Accounting; Bachelor's in Business Administration; Bachelor's in Finance

Benefits

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