Branch Operations Specialist (Scottsdale, AZ)

Location: Scottsdale, Arizona, United States. Resident workstyle with less than 25% travel.

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 transaction orders, cancellations, and corrections to the home office and confirm document receipt.
• Support client account opening and onboarding by completing forms and monitoring document submissions.
• Maintain cashiering documentation, files, records, and operational documents in line with compliance requirements.
• Assist branch management with audit preparation and provide general administrative and office support.
• Receive visitors and calls, manage mail and office supplies, and support other operational functions as needed.

Requirements

• High school diploma or equivalent; a bachelor's degree is listed in the education profile.
• Seven to twelve months of general experience; one or more years of securities industry or related experience is preferred.
• Knowledge and skills obtained through training and experience to perform routine standardized operational tasks.
• Ability to maintain accurate records and documentation and follow compliance and mailing procedures.
• Comfort working onsite in Scottsdale, Arizona, with less than 25% travel.

Culture & Benefits

• Benefits may include medical, dental, and vision coverage; life, critical illness, accident, and disability insurance.
• Retirement savings, paid vacation, holidays, sick leave, and parental leave may be available.
• Guiding behaviors include developing, collaborating, deciding, delivering, and improving.
• People-first culture emphasizing respect for individual backgrounds and equal employment opportunity.