Branch Services Associate

Beacon Hill Staffing Group, LLC; Houston (TX); On-site; USD 42,000 - 52,000; Full time

Job summary

Beacon Hill Staffing Group, LLC is seeking a Branch Service Associate to join the River Oaks area office in Houston. The role covers internal financial tasks, office management, greeting clients, and answering phones with an open-ended contract, onsite Monday through Friday 8AM–5PM.

The candidate should be highly organized, detail-oriented, and able to handle sensitive information while maintaining discretion and professionalism in all interactions.

Qualifications

• Proficient in Microsoft Office (Excel, Word, PowerPoint).
• Detail-oriented with strong organizational abilities.
• Flexibility and ability to adapt to changing duties.
• Courteous, personable, and professional in all interactions.
• Ability to interact with individuals at all levels internally.
• Ability to keep sensitive information confidential.

Responsibilities

• Perform daily cash management functions, including disbursing checks, EFTs, wires, and deposits.
• Process new accounts and filing; maintain New Account E-Filing system.
• Manage client meeting rooms and scheduling; greet clients and visitors.
• Answer incoming phone calls and direct messages; support office operations.
• Train colleagues on Firm procedures and maintain regulatory awareness.
• Identify unmet office needs and suggest process improvements.

Skills

Microsoft Office

Detail-oriented

Flexibility

Courteous

Interpersonal skills

Discretion

Job description

Beacon Hill was founded to set a new standard in search, career placement and flexible staffing.

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.

• Perform 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.

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)