Accounting Principals is working with an American multinational independent investment bank and financial services company to fill a Branch Operations Specialist role. This person will be responsible for providing general office support for the branch located in Tuscaloosa, AL.
Acts as a liaison between home office departments and the branch offices to research and resolve escalated issues regarding clients’ accounts communicated via phone, correspondence, email, and online inquiries; follows the issue all the way through resolution and final communications.
Responsible for greeting visitors and clients in a friendly and professional manner
Determines best method to resolve issues to ensure client satisfaction and adherence to company policies.
Follows up, either verbally or in writing, to ensure client satisfaction.
Responds to incoming inquiries related to qualifications, instructions or paperwork requirements for various programs.
Communicates and coordinates with Registrations, Sales Management and Compliance Departments to monitor branch and FA status.
Acts as liaison for the branches by explaining the many different systems used and directing the FA to the appropriate systems needed.
Performs other duties and responsibilities as assigned
Minimum of High School Diploma or equivalent.
At least 2 years of recent administrative / office support experience - ideally where they were the first person to greet clients/visitors.
Clear and professional written and verbal communication skills
Exceptional customer service skills
Pleasant / professional / friendly demeanor - they will be the first person to greet visitors and clients
Proficient with Microsoft Office products (Outlook, Word, basic Excel)
Desired Start Date: 12/28/21
End Date: 04/01/2022
This position has opportunity to be extended or converted to full-time depending on their performance and attendance.
200 Marina Drive, Tuscaloosa, AL, 35406.
Schedule: Monday-Thursday 8AM-4:30PM, & Friday 8AM-4PM.
If this role sounds like something you would be interested in applying for please email an updated resume to firstname.lastname@example.org or visit our website and selecting “apply with us” at AccountingPrincipals.com.
Equal Opportunity Employer/Veterans/Disabled.
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.ajilon.com/candidate-privacy.
The Company will consider qualified applicants with arrest and conviction records.
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.accountingprincipals.com/candidate-privacy
The Company will consider qualified applicants with arrest and conviction records
Please apply with your CV to: