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Our client is seeking a Branch Service Associate (BSA) to join their corporate office in the River Oaks area of Houston. The person is responsible for internal financial items, office management, greeting and assisting clients and visitors to the office, as well as answering phones. The ideal candidate enjoys talking to people and is also highly organized and attentive to detail. This is an open ended contract opportunity fully onsite Monday – Friday 8AM-5PM.
- Performs daily cash management functions, including but not limited to: disbursing checks, EFTs, incoming stock certificates, wires, journals and check deposits.
- Processes correspondence and keeps files of incoming and outgoing correspondence.
- Completes new account process and filing.
- Maintains New Account E-Filing system
- Manages client meeting conference rooms and schedules.
- Greets clients and other visitors
- Processes Managed account fee billing set ups, as well as account coding for managed account services.
- Trains fellow employees on the Firm’s operational procedures.
- Maintains risk awareness and regulatory knowledge
- Answers incoming phone calls and directs messages
- Sees unmet office needs and provide suggestions for process improvements
Job Requirements
- Proficient in Microsoft Office (Excel, Word, and PowerPoint).
- Detail-oriented with strong organizational abilities
- Flexibility, ability to prioritize, and willingness to adapt to changes of job duties when the need arises
- Courteous, personable, approachable, and professional in all relationships
- Ability to interact with individuals at all levels internally
- Can be trusted to keep sensitive/confidential information secure and maintain discretion
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