12 дней назад
Branch Operations Specialist (Frisco, TX)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
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
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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