Branch AssistantTundra Talent Community • Victoria, Capital Regional District, CA
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Branch Assistant
Tundra Talent Community • Victoria, Capital Regional District, CA
30+ days ago
Job type
- Full-time
Job descriptionNew account documentation Assist Branch Administrator with setups and tech support for branch personnel Back up to the Branch Administrator Additional duties as per assigned Receive, greet and direct calls and clients Sort and distribute incoming mail Assist to coordinate branch and client meetings, set up boardrooms Accounts payable Order office and kitchen supplies and monitor inventory 1-3 years working experience in the Finance industry Eager to learn new skills and adapt to a changing working environment Ability to work efficiently, multitask and maintain professionalism in a high-pressure environment Operations familiarity within the brokerage industry Familiarity with commonly used programs such as Dataphile Strong Microsoft Office Suite skills Strong communication and interpersonal skills Detail oriented Organizational skills
Duties and Responsibilities
Administrative functions :
- Receiving and processing cheque daily deposits, recording credits to client accounts and keeping clean records for audit
- Printing and mailing cheques
- Receiving and processing certificates deposits
- Monitoring petty cash
- Assist the Branch Administrator in monitoring and clearing up the compliance pending list
Branch functions :
Reception functions :
Qualifications
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Assistant Branch • Victoria, Capital Regional District, CA
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