Branch Operations Specialist (St. Petersburg, 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, audit preparation assistance, document management, inventory management
Preferred skills
Securities industry experience, High School Diploma or equivalent, Bachelor's in Accounting/Business Administration/Finance
Technologies
None stated
Responsibilities
Receive and direct visitors and telephone calls, sort and distribute mail, process money movement and disbursements, transmit and receive messages with home office, process securities transactions, maintain cashiering documentation, assist with audit preparation, assist with opening client accounts, monitor document status, provide general administrative support, maintain files and records, maintain inventory and office supplies
Seniority
Entry-level to Junior