Branch Operations Specialist-Jackson, MS

Job Description Summary

Under general supervision, uses general knowledge and skills obtained through training and experience to process money movement of client funds. General instructions and procedures are provided to perform routine standardized tasks. Resolves routine questions and problems and refers more complex issues to a higher level.

• 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 management 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.

• High School Diploma or Equivalent – Required.
• Minimum 7 to 12 months of general experience in the securities industry or related field.
• One or more years of securities industry or related work experience preferred.

None

Travel:
Less than 25% required.

Workstyle:
Resident.

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.

• Medical, dental, and vision insurance
• Life insurance
• Critical illness insurance and accident insurance
• Disability benefits
• Retirement savings plan
• Paid time off (including vacation, holidays, and sick leave)
• Parental leave

The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.