Investor Relations Representative - Toccoa, GA

Job description

Join the 1st Franklin Team Salary $16.00 to $18.00 per hour The Investor Relations Representative provides services and product information to Investors and prospective Investors utilizing knowledge of products and services. This position compiles and maintains records pertaining to Investment activities, research services, and processes transactions utilizing knowledge of systems and/or procedures. Principle Accountabilities: - Greet and address the needs of Investors and prospective Investors - Open, close and maintain investment securities - Promote services and investment opportunities - Assist in Investment Center initiatives and processing of IRS and Tax reports - Provide back-up to switchboard and Drive-Thru as needed - Conduct customer research for investment accounts - Prepare mailings of investor newsletters and reports - Counts, handles, and balances cash drawer accurately - Processes mail, telephone, online, walk-in and drive-thru investments - Performs dual control functions of opening night depository and balancing vault - Complete Investment verifications - Respond to customer needs in a timely and efficient manner - Builds internal and external relationships - Ensur...