Added
7 days ago
Type
Full time
Salary
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Related skills

communication compliance excel event planning client service

📋 Description

  • Provides professional, courteous service at all times to ensure internal and external client
  • Maintains knowledge of Branch Guide to Operations and ensures adherence to all Branch, Firm and
  • Processes stock certificates and check deposits, and issue and mail client checks with a high
  • Maintains daily cashiering file according to established procedures.
  • Assists with planning and execution of various events for the branch.
  • Manages incoming calls and provides information as appropriate.

🎯 Requirements

  • High School diploma, GED or comparable work experience.
  • Excellent communication skills (written and verbal).
  • Strong attention to detail and accuracy with ability to perform semi-advanced math.
  • Proficient in Microsoft Word, Excel and Outlook.
  • Ability to manage multiple demands and competing priorities.
  • Ability to work both external and internal clients professionally.

🎁 Benefits

  • Medical, Dental and Vision Insurance
  • Company 401(k) and ESOP contribution
  • Generous sick, vacation, and maternity/parental leave
  • Paid holidays
  • Professional Development Opportunities
  • Tuition Reimbursement ($15,000 lifetime cap)
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