6 дней назад
Branch Operations Specialist (Financial Services)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Branch Operations Specialist (Financial Services): Processing client fund movements, securities transactions, account-opening documentation, and operational records for a resident branch role with an accent on compliance, client onboarding, and administrative accuracy. Focus on coordinating transaction delivery, monitoring document status, supporting audits, and resolving routine operational issues.
Location: Franklin, Tennessee, United States. Resident workstyle with less than 25% travel.
Company
is a financial services firm focused on client-first service, integrity, independence, and long-term decision-making.
What you will do
- Process money movement, fund disbursements, check delivery, and securities transactions.
- Transmit, cancel, and correct orders while ensuring delivery to the home office and confirmation of receipt.
- Support client account opening and onboarding by completing forms and monitoring document submission.
- Maintain cashiering documentation, files, records, and compliance-related materials.
- Assist branch management with audit preparation and provide general administrative support.
- Receive visitors and calls, manage mail and office supplies, and assist with 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.
- Ability to process standardized operational tasks, maintain accurate records, and follow compliance procedures.
- Ability to work in a resident branch setting in Franklin, Tennessee.
- 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.
- Work is guided by developing, collaborating, deciding, delivering, and improving.
- People-first culture that values diverse backgrounds and authentic contributions.
- Equal opportunity employment based on merit and business needs.
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