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

Chartwell Investment Partners

Process money movement of client funds
Sort and distribute incoming mail
Transmit securities transaction orders
The role involves processing the movement of client funds, disbursements, and check deliveries under general supervision

Job Summary

  • The role involves processing the movement of client funds, disbursements, and check deliveries under general supervision.
  • Candidates will assist branch management with audit preparation and support the opening of new client accounts.
  • The position requires maintaining strict documentation compliance while transmitting and receiving messages with the home office.

Matching Summary

The role involves processing the movement of client funds, disbursements, and check deliveries under general supervision.

Skills & Requirements

Must-have

  • Process money movement of client funds
  • Sort and distribute incoming mail
  • Transmit securities transaction orders
  • Maintain cashiering documentation compliance
  • Assist with audit preparation

Nice-to-have

  • Cross-trains with operational functions
  • Supports client onboarding process
  • Works in a people-first culture
  • Demonstrates integrity and accountability

Key Requirements

  • High School Diploma or equivalent
  • One year securities industry experience preferred
  • Bachelor's degree in Accounting, Business Administration, or Finance
  • 7 to 12 months general work experience

Work Rights

Not specified

Tailored Resume

Cover Letter