Job Description
Client Transaction Coordinator
Location: Madison, Alabama
Status: Full-time, On-site
Available Positions: 1
Start Date: Hiring now
Hours
Starting Pay Range
Benefits
Job Description
The Client Transaction Coordinator is responsible for ensuring the smooth operation of administrative duties within the Branch. They will oversee the processing of branch transactions and collaborate with Client Service Associates to provide timely and accurate completion.
The position will require the employee to manage various administrative transactions (getting forms prepared and signed), cashiering, and money movements.
The role involves managing various administrative transactions such as preparing and signing forms, cashiering, and handling money movements.
The branch processes numerous financial transactions monthly, and the Client Transaction Coordinator is accountable for ensuring efficient completion.
Additionally, the role requires creating spreadsheets and assisting Financial Advisors with financial analysis of various scenarios.
Experience
A minimum of two years of experience managing complex financial transactions is required, such as direct experience in a banking securities environment or experience in bookkeeping or accounting for a business.
The candidate must be capable of breaking down multi-step financial transactions and working with clients, advisors, and other administrators to accomplish tasks.
Job Requirements
Education
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EOE
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