Willenborg Wealth Management is seeking a part-time Branch Operations Specialist who will manage client funds, assist with administrative tasks, and support branch management. The role is remote and requires a high school diploma along with experience in the securities industry
Job Summary
Under general supervision, uses general knowledge and skills obtained through training and experience to process money movement of client funds.
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.
Provides general administrative support to branch management and performs other duties and responsibilities as assigned.
Matching Summary
Match Score: 75
Willenborg Wealth Management is seeking a part-time Branch Operations Specialist who will manage client funds, assist with administrative tasks, and support branch management. The role is remote and requires a high school diploma along with experience in the securities industry.
Skills & Requirements
Must-have
Process money movement of funds
Process securities transactions
Maintain documentation for cashiering
Support client onboarding
Provide general administrative support
Nice-to-have
Develop, Collaborate, Decide, Deliver, Improve
Client-first, integrity, independence
Bring best authentic selves
Key Requirements
High School Diploma or equivalent
1+ years securities industry or related work experience preferred
Bachelor's: Accounting, Business Administration, or Finance