Branch Operations Specialist- (part-time/25-30hrs)

Chartwell Investment Partners

Remote
Remote
Process money movement of funds
Process securities transactions
Support client onboarding
Chartwell Investment Partners is seeking a part-time Branch Operations Specialist to handle the processing of client funds and provide administrative support remotely. The role requires experience in the securities industry and focuses on maintaining compliance and assisting with client onboarding

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.
  • Assists with opening client accounts by properly completing and submitting required forms and supports client onboarding.

Matching Summary

Match Score: 75

Chartwell Investment Partners is seeking a part-time Branch Operations Specialist to handle the processing of client funds and provide administrative support remotely. The role requires experience in the securities industry and focuses on maintaining compliance and assisting with client onboarding.

Skills & Requirements

Must-have

  • Process money movement of funds
  • Process securities transactions
  • Support client onboarding
  • Maintain compliance documentation

Nice-to-have

  • Assist with audit preparation
  • Provide general administrative support
  • Cross-train on operational functions

Key Requirements

  • High School Diploma or equivalent
  • 1+ years securities industry or related work experience preferred
  • 7 to 12 months General Experience

Work Rights

Not specified

Tailored Resume

Cover Letter