Branch Operations Specialist-Greenville, SC
About The Position
Under general supervision, the Branch Operations Specialist uses general knowledge and skills gained through training and experience to process money movement of client funds. The role follows general instructions and procedures to perform routine, standardized tasks, resolves routine questions and problems, and refers more complex issues to a higher level. The position provides operational and administrative support to branch management and helps with client account opening and onboarding. It processes client funds and securities transactions, maintains cashiering documentation in accordance with compliance requirements, and monitors documents through importing, scanning, and submission. The role also supports audit preparation and performs other operational duties as assigned.
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.
- An equivalent combination of experience, education, and/or training approved by Human Resources.
Responsibilities
- Receive and direct visitors and telephone calls, and 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 according to compliance requirements.
- Assist branch management with audit preparation.
- Assist with opening client accounts by 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, 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 coverage may be available.
- Life insurance may be available.
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
