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Description

With a limited degree of supervision incumbents are responsible for providing clerical, analytical and operational support to the business functions within the organization such as filing and data entry. Additionally, they may also assist with the generating of reports and provide insights. Incumbents in this role act as a clerical support resource which can be utilized across any of the administrative functional areas at any time. Additionally, they may act as an informal resource for associates with less experience. Typically, they also perform non-secretarial administrative tasks.

Primary responsibilities include

• Participate in monthly branch file moves along with the packing and shipment of client files to Iron Mountain facilities.

• Ensure the accuracy of any data entry, organization of documents and communication, which entails developing and maintaining process documentation, standard operating procedures, and user manuals.

• Engage in continuous improvement, which includes monitoring and evaluating the effectiveness of implemented improvements and suggest adjustments as needed.

• Complete operational risk management activities including record retention procedures; procedural governance; & compliance training.

Qualifications, Education, Certifications and/or Other Professional Credentials

• Required Qualifications

• Completed high school diploma or equivalent (GED) with minimum 1 year of experience in banking and/or financial services OR

• completed Associate’s or Bachelor’s degree with minimum 6 months of work experience

• Strong attention to detail and organizational skills

• Ability to manage multiple priorities in a fast-paced, team-oriented environment

• Excellent interpersonal, verbal, and written communication skills

• Willingness to learn and adapt to various computer-based systems (e.g., Salesforce, NFS, Microsoft Office)

• Physical ability to lift to up to 30 lbs. on a regular basis without any accommodation

• Preferred Qualifications

• Knowledge of financial services regulations and investment products

• FINRA licensures

• Demonstrated job stability

• Interest in Wealth Management

• Documentation scanning experience

Hours & Work Schedule

• Hours per Week: 40

• Work Schedule:

• Monday–Friday, 8:00 AM – 4:30 PM ET

• 100% in-office

*Citizens will not sponsor an applicant for a work visa, such as an H-1B, for this position.*

#LI-Citizens6

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

Why Work for Us

At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth

Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

10/07/2025