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12 дней назад

Branch Operations Specialist (Frisco, TX)

Формат работы
onsite
Тип работы
fulltime
Грейд
junior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Branch Operations Specialist (Securities Operations): Processing client-fund movements, securities transactions, account-opening documentation, and branch administration with an accent on compliance, document control, and client onboarding. Focus on coordinating operational records, supporting audits, and resolving routine branch and client-service issues.

Location: Frisco, Texas, United States; resident workstyle

Company

hirify.global is a financial services firm focused on client-first service, integrity, independence, and long-term decision-making.

What you will do

  • Process client-fund movements, disbursements, check deliveries, and securities transactions.
  • Transmit orders and messages to the home office and maintain required receipt confirmations.
  • Support client account opening and onboarding by completing forms and monitoring document status.
  • Maintain cashiering records, files, operational documents, inventories, and office supplies.
  • Assist branch management with audit preparation and provide general administrative support.
  • Receive visitors and calls, handle correspondence, and assist with other operational functions.

Requirements

  • High school diploma or equivalent; a bachelor's degree is listed in the education details.
  • Seven to twelve months of general experience; one or more years of securities-industry or related experience is preferred.
  • Knowledge of routine branch operations, document processing, and administrative procedures.
  • Ability to maintain records and documentation in accordance with compliance requirements.
  • Must work in the Frisco, Texas, United States location.
  • Less than 25% travel; no licenses or certifications are required.

Culture & Benefits

  • Benefits may include medical, dental, vision, life, critical illness, accident, and disability insurance.
  • Retirement savings, paid vacation, holidays, sick leave, and parental leave may be available.
  • Culture emphasizes professional development, collaboration, accountability, client focus, and continuous improvement.
  • People-first environment that values diverse backgrounds and authentic contributions.

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