**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. **Skills:** • Company’s working structure, policies, mission, and strategies. • General office practices, procedures, and methods. • Financial services industry investment concepts, practices and procedures. • Operating 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. **Educational/Previous Experience Requirements:** • 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.