Branch Operations Specialist

Job description

Job Description Summary Responsibilities: - Receives and directs visitors and telephone calls; maintains record of inquiries, as required. - Sorts, screens and distributes incoming and outgoing mail. - Processes money movement of funds, disbursements and check delivery. - Transmits and receives messages with home office. - Processes securities transactions, including transmitting orders, cancellation and correction of orders and, ensuring delivery to home office according to proper mailing procedures with confirmation of receipt. - Maintains documentation to cashiering according to compliance requirements. - Assists branch managements with audit preparation. - Assists with opening client accounts by properly completing and submitting required forms. - Supports client onboarding. - Monitors document status through importing, scanning and submission of documents. - Provides general administrative support to branch management. - Maintains, processes and updates files, records and other documents. - Maintains inventory, stocks and distributes office supplies. - Cross-trains and assists with other operational functions as required. - Performs other duties and responsibilities as assigne...