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10 дней назад

Branch Operations Specialist (Finance)

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 (Finance): Processing client fund movements, securities transactions, account-opening documentation, and operational records for a financial branch with an accent on compliance, accuracy, and client onboarding. Focus on coordinating money movement, maintaining cashiering and audit documentation, and resolving routine operational issues.

Location: Cottonwood Heights, Utah, United States

Company

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

What you will do

  • Process client fund movements, disbursements, check deliveries, and securities transactions.
  • Transmit orders and operational messages to the home office while ensuring proper delivery and confirmation.
  • Support client account opening and onboarding by completing forms and monitoring document status.
  • Maintain cashiering records, files, operational documents, and compliance documentation.
  • Assist branch management with audit preparation and provide general administrative support.
  • Receive visitors and calls, manage mail and office supplies, and support other operational functions.

Requirements

  • High school diploma or equivalent.
  • 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 branch operations.
  • Ability to maintain accurate records and documentation in accordance with compliance requirements.
  • No licenses or certifications are required.

Culture & Benefits

  • Full-time employment with a people-first and inclusive workplace culture.
  • 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.
  • Guiding behaviors include developing, collaborating, deciding, delivering, and improving.

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