Investment Center Support Associate - Toccoa, GA

1st Franklin Financial Corporation•Toccoa, GA

3h•Onsite

About The Position

1st Franklin Financial is looking for an Investment Center Support Associate. This position works closely with the Investment Center Compliance and Reporting Director and staff to build relationships and identify the needs of customers in a timely manner. This position learns the features of products and services to drive that exceptional customer experience. The Investment Center Support Associate provides courteous, prompt response to visitors, Investors, and prospective Investors. This position performs a wide variety of clerical duties utilizing knowledge of systems and procedures. He/she reviews daily work for accuracy and balancing.

Requirements

High School Diploma or equivalent
Comprehend and verbally communicate all Investment services
Demonstrate the ability to analyze relevant information and apply individual judgement
Strong interpersonal relationship skills at a variety of levels and social and business settings
Ability to organize and prioritize
Team focus
Basic understanding with MS Office Suite products with a concentration in accurate keyboarding
Ability to operate standard office equipment
Ability to meet current licensing requirements of federal and state regulators as required

Responsibilities

Answers, screens, and properly transmits incoming calls
Greets and addresses the needs of all visitors and Investors
Supports the Investment Center daily clerical functions such as mailing, filings, typing, etc.
Maintains, updates, and distribute weekly rate sheets
Provide back-up to IC Process Manager as assigned
Maintains and balances internal postage box
Performs Arthur State Bank reporting daily and monthly
Assists with statistical reporting
Confirms accuracy of daily Center deposits to pass-through bank
Verifies accuracy Investment Center checks issued, encoding and signatures
Maintains check log
Proofs daily Investment Center work and input for accuracy