Operations Clerk l

21 hours ago

Taunton, United States Bristol County Savings Bank Full time
BRISTOL WEALTH GROUP
TAUNTON MA

NOTE:
This position is with Bristol Wealth Group. The individual who fills this position will not be an employee of Bristol County Savings Bank, and, therefore, will not be a participant in the Bank's Benefit Plan.

Overview:
Provides operations support and assistance in the area of paperwork and file maintenance for Bristol Wealth Group. Assists the Chief Operating Officer with projects. Backup to the Assistant Operations Manager in daily operations duties.

Responsibilities:
  • Assist the staff by preparing forms and paperwork both for internal uses and client facing uses.
  • Responsible for follow up on forms and taking appropriate action to ensure that proper execution and completion has occurred.
  • Modernizes and maintain the filing system for client files and operations files.
  • Digitizes and maintains paperwork where appropriate.
  • Provides assistance to the Assistant Operations Manager in daily operations functions which include,
  • A. DepositsB. Funds DisbursementsC. AlertsD. Account Maintenace functions
  • Assists the Chief Operating Officer with projects and initiatives.
  • Office Maintenace and upkeep.

Other Accountabilities/ Responsibilities:
  • Performs related and unrelated responsibilities as may be required.

Position Requirements:
  • This in an in-office position and the hours are 8:30AM- 5:00PM Monday-Friday. Punctuality is a must. A high school diploma or equivalent is required, and associate or bachelor's degree is preferred.
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