10 дней назад
Branch Operations Specialist (Finance)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
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
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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