Receptionist

Northpointe Staffing Professionals; Coral Gables (FL); Vor Ort; USD 42.000 - 62.000; Vollzeit

Zusammenfassung

Northpointe Staffing Professionals is seeking an experienced Branch Operations Support role within the Wealth Management team. You will greet clients, build relationships with clients and advisors, and coordinate with operations to support daily branch activities.

Responsibilities include calendar management, cash handling, securities processing, and maintaining records. A strong focus on client experience and regulatory awareness is essential.

Qualifikationen

• 3 years of relevant branch operations experience.
• High school diploma or equivalent; college degree is a plus.
• Proven written and verbal communication skills.
• Independent, motivated, proactive and action oriented.
• Passionate about client experience with strong interpersonal skills.
• Self-starter who can handle evolving situations.

Aufgaben

• Greet and assist clients and visitors to the branch, delivering exceptional service.
• Build partnerships with clients and financial advisors, coordinating with operations.
• Coordinate branch meetings and maintain the branch calendar.
• Carry out cash management functions, process securities and correspondence, and keep records.
• Maintain risk awareness and regulatory knowledge.

Kenntnisse

Written and verbal communication

Interpersonal skills

Self-starter

Independent

Proactive

Client experience focus

Ausbildung

High school diploma

College degree a plus

Jobbeschreibung

Individual within supporting the Wealth Management Team. Responsibilities include:

• greet and assist clients and visitors to the branch, providing exceptional service
• create strong partnerships, cultivating relationships with clients and financial advisors, and coordinating with the operations function
• coordinate branch office business meetings and maintain the branch calendar
• carry out cash management functions, process securities and correspondence, and keep records
• maintain risk awareness and regulatory knowledge

Your expertise

• ideally 3 years of relevant branch operations experience
• high school diploma or equivalent (college degree a plus)
• proven written and verbal communication skill
• independent, motivated, proactive and focused to take action
• passionate about the client experience, with strong interpersonal skills
• self-starter who is comfortable managing complex and evolving situations