Branch Operations Specialist
Core
Administrative and operational support for branch management, handling visitor relations, mail processing, fund disbursements, securities transaction processing, and client onboarding.
Role type
Branch Operations Specialist
Builds
Client accounts and branch operational workflows
Domain
Financial Services / Securities
Required skills
Visitor and call management, mail sorting and distribution, fund disbursement processing, securities transaction processing, document scanning and submission, audit preparation support, client account opening, inventory management
Preferred skills
Securities industry experience, Accounting or Finance background
Technologies
Scanning systems, document management systems
Responsibilities
Receive and direct visitors and telephone calls, sort and distribute mail, process money movement and check delivery, transmit messages with home office, process securities transactions, assist with audit preparation, support client onboarding, maintain inventory and office supplies
Seniority
Entry-level to Junior