Willenborg Wealth Management is seeking a Branch Operations Specialist in Little Rock, AR, to manage client fund transactions and provide administrative support. The ideal candidate should have at least one year of experience in the securities industry and possess a high school diploma or equivalent
Job Summary
Under general supervision, uses general knowledge and skills obtained through training and experience to process money movement of client funds.
Processes money movement of funds, disbursements and check delivery, and securities transactions.
Provides general administrative support to branch management and assists with opening client accounts.
Matching Summary
Match Score: 75
Willenborg Wealth Management is seeking a Branch Operations Specialist in Little Rock, AR, to manage client fund transactions and provide administrative support. The ideal candidate should have at least one year of experience in the securities industry and possess a high school diploma or equivalent.
Skills & Requirements
Must-have
Process money movement of funds
Process securities transactions
Assist with opening client accounts
Support client onboarding
General administrative support
Nice-to-have
Client-first focus
Integrity and independence
Long-term view
Continuous evolution
Key Requirements
High School Diploma or equivalent
1+ years securities industry or related work experience preferred