**Responsibilities:** + Receives and directs visitors and telephone calls; maintains record of inquiries, asrequired. + Sorts, screens and distributes incoming and outgoingmail. + Processes money movement of funds, disbursements and checkdelivery. + Transmits and receives messages with homeoffice. + Processessecuritiestransactions,includingtransmittingorders,cancellationandcorrectionoforders and, ensuring delivery to home office according to proper mailing procedures with confirmation of receipt. + Maintains documentation to cashiering according to compliancerequirements. + Assists branch managements with auditpreparation. + Assists with opening client accounts by properly completing and submitting requiredforms. + Supports clientonboarding. + Monitors document status through importing, scanning and submission ofdocuments. + Provides general administrative support to branchmanagement. + Maintains, processes and updates files, records and otherdocuments. + Maintains inventory, stocks and distributes officesupplies. + Cross-trains and assists with other operational functions asrequired. + Performs other duties and responsibilities asassigned. **Education/Previous Experience** + High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources. **Licenses/Certifications** + None