Branch Operations Specialist-Franklin, TN
Core
Process money movement of client funds, securities transactions, and provide administrative support to branch management.
Role type
Branch Operations Specialist
Builds
Cashiering operations, client account onboarding, document processing
Domain
Financial Services / Securities
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Money movement processing, securities transaction handling, client onboarding support, document scanning and submission, audit preparation assistance, inventory management, mail sorting and distribution
Preferred skills
Securities industry experience, high school diploma or equivalent
Technologies
Scanning systems, document management systems
Responsibilities
Receive and direct visitors and telephone calls; sort and distribute mail; process money movement, disbursements, and check delivery; transmit and receive messages with home office; process securities transactions and ensure proper delivery; maintain documentation for compliance; assist with audit preparation and client account opening; monitor document status; provide general administrative support; maintain inventory and office supplies.
Seniority
Entry-level, general supervision