3 часа 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 branch administration with an accent on operational accuracy, compliance, and client onboarding. Focus on maintaining transaction records, supporting audits, coordinating with the home office, and resolving routine operational issues.
Location: Florence, South Carolina, United States; resident workstyle
Company
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 orders, cancellations, corrections, messages, and documentation to the home office.
- Support client account opening and onboarding by completing forms and monitoring document status.
- Maintain cashiering documentation, files, records, and operational documents in accordance with compliance requirements.
- Assist branch management with audit preparation and provide general administrative support.
- Manage mail, office supplies, visitors, telephone calls, and other branch operational functions.
Requirements
- High school diploma or equivalent required.
- Seven to twelve months of general experience; one or more years of securities industry or related experience preferred.
- Knowledge of or experience with financial operations, securities transactions, documentation, and compliance procedures.
- Ability to maintain accurate records, process standardized operational tasks, and escalate complex issues.
- No licenses or certifications required.
Culture & Benefits
- Full-time position with less than 25% travel.
- Benefits may include medical, dental, vision, life, disability, retirement savings, paid time off, and parental leave.
- Professional development is supported through the firm's guiding behaviors: Develop, Collaborate, Decide, Deliver, and Improve.
- People-first culture emphasizing respect for individual backgrounds and experiences.
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