Branch Operations Specialist; Destin, FL

Position: Branch Operations Specialist (Destin, FL)
** 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.

+ Processessecuritiestransactions,includingtransmittingorders,cancellationandcorrectionoforders 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 assigned.

** Education/Previous Experience*
* + High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources.

** Licenses/Certifications*
* + None