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6 дней назад

Branch Operations Specialist (Financial Services)

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 (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

hirify.global 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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