"Alerted.org

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