**Essential Duties and Responsibilities** -Receives and directs visitors and telephone calls; maintains record of inquiries, as required. -Sorts, screens and distributes incoming and outgoing mail. -Processes money movement of funds, disbursements and check delivery. -Transmits and receives messages with home office. -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. -Maintains documentation to cashiering according to compliance requirements. -Assists branch managements with audit preparation. -Assists with opening client accounts by properly completing and submitting required forms. -Supports client onboarding. -Monitors document status through importing, scanning and submission of documents. -Provides general administrative support to branch management. -Maintains, processes and updates files, records and other documents. -Maintains inventory, stocks and distributes office supplies. -Cross-trains and assists with other operational functions as required. -Performs other duties and responsibilities as assigned. **Knowledge Of** -Company's working structure, policies, mission, and strategies. -General office practices, procedures, and methods. -Financial services industry investment concepts, practices and procedures **Ability To** -Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases. -Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment. -Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels. -Use mathematics sufficient to complete money movement and reporting tasks. **Education/Previous Experience** -High School Diploma or equivalent and prefer a minimum of one (1) years' experience in industry or related field preferred. OR ~ -An equivalent combination of experience, education, and/or training as approved by Human Resources. **Licenses/Certifications** - None required