Branch Operations Specialist (Coral Gables, FL)
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, and branch administrative functions
Domain
Financial Services / Securities
Required skills
Money movement processing, securities transaction handling, client onboarding support, document management, inventory management, bilingual communication (Spanish/English)
Preferred skills
Securities industry experience, accounting or finance background
Technologies
None stated
Responsibilities
Receive and direct visitors and telephone calls, sort and distribute mail, process money movement and disbursements, transmit securities orders, maintain cashiering documentation, assist with audit preparation, support client account opening, monitor document status, maintain office inventory
Seniority
Entry-level to Junior