What You’ll Be Doing

• Be the first line of support for branch teams—answering questions and resolving client account activity.

• Investigate and correct disbursement errors with precision and care.

• Complete daily reports and review account activity to ensure compliance with firm policies and industry regulations.

• Research and resolve transaction discrepancies from both branch and home office entries.

• Post wires, checks, and process ACH profiles and periodic transactions as needed.

• Help train new associates and support escalated calls when needed.

• Contribute to a culture of continuous improvement and client-first service.

What You Bring

• Strong communication skills—both written and verbal.

• A knack for solving problems and staying organized in a fast-moving environment.

• A customer-first mindset with a passion for helping others.

• Familiarity with basic accounting principles and office procedures.

• Comfort with standard office software (Excel, Outlook, etc.) and a willingness to learn new systems.

Your Background

• High School Diploma or equivalent required.

• 2+ years of experience in customer service, office administration, or financial services preferred.

Why You’ll Love It Here

• Collaborative team environment with room to grow.

• Opportunities to expand your skills and take on new challenges.

• A role that makes a real impact on client satisfaction and operational excellence.