Branch Operations Specialist (St. Petersburg, FL)
About The Position
Under general supervision, the Branch Operations Specialist uses general knowledge and skills gained through training and experience to process movement of client funds. General instructions and procedures are provided for routine, standardized tasks. The role resolves routine questions and problems and refers more complex issues to a higher level. The position also provides administrative and operational support to branch management, assists with client account opening and onboarding, and maintains documentation and records in accordance with compliance requirements. The workstyle is resident, and travel is less than 25%.
Requirements
- High school diploma or equivalent.
- One or more years of securities-industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources.
Nice To Haves
- One or more years of securities-industry or related work experience.
- A completed bachelor's degree in Accounting, Business Administration, or Finance.
Responsibilities
- Receive and direct visitors and telephone calls; maintain records of inquiries as required.
- Sort, screen, and distribute incoming and outgoing mail.
- Process money movement of funds, disbursements, and check delivery.
- Transmit and receive messages with the home office.
- Process securities transactions, including transmitting, cancelling, and correcting orders, and ensure delivery to the home office according to proper mailing procedures with confirmation of receipt.
- Maintain cashiering documentation in accordance with compliance requirements.
- Assist branch management with audit preparation.
- Assist with opening client accounts by properly completing and submitting required forms.
- Support client onboarding.
- Monitor document status through importing, scanning, and submission of documents.
- Provide general administrative support to branch management.
- Maintain, process, and update files, records, and other documents.
- Maintain inventory and stock and distribute office supplies.
- Cross-train and assist with other operational functions as required.
- Perform other duties and responsibilities as assigned.
Benefits
- Medical, dental, and vision benefits may be available.
- Life insurance, critical illness insurance, and accident insurance may be available.
- Disability benefits may be available.
- Retirement savings may be available.
- Paid time off, including vacation, holidays, and sick leave, may be available.
- Parental leave may be available.
- Additional compensation may include cash or equity, discretionary bonuses, or commissions.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
