Branch Services Associate

Beacon Hill; Houston (TX); On-site; USD 38,000 - 46,000; Full time

Job summary

Beacon Hill in Houston seeks a Branch Service Associate to support the corporate office in River Oaks. The role handles internal financial items, office management, client and visitor greeting, and phone duties on a full-time, onsite basis.

The ideal candidate is organized, detail-oriented, enjoys talking to people, and can adapt to changing duties while maintaining discretion and professional conduct.

Qualifications

• 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 needed.
• 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.

Responsibilities

• Performs daily cash management functions, including 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 provides suggestions for process improvements.

Skills

Interpersonal communication

Detail orientation

Organizational skills

Flexibility

Professionalism

Internal stakeholder interaction

Tools

Microsoft Office

Job description

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
  

Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.

California residents:

Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.

Company Profile:

Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.

Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.

Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com.

Benefits Information:

Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.

We look forward to working with you!

Beacon Hill. Employing the Future (TM)