INVESTMENT CENTER SUPPORT ASSOCIATE - Toccoa, GA

Full Time
Toccoa, GA 30577
Posted
Job description

Join the 1st Franklin Team. 1st Franklin Financial Corporation has had one goal - to serve the financial needs of our friends and neighbors with the respect and personal service they deserve since 1941. We are looking for an Investment Center Support Associate. This position is responsible for the operations of the Data Center which includes timely processing of the input and output of data to maintain accuracy of daily work. The position ensures the integrity of systems and data by monitoring, completing data/image backups, and balances batches. The Associate performs various clerical functions of systems, procedures, Live checks, and operations. This position will report to the Toccoa, GA Office.

We are driven by our CORE values: Team – we succeed or fail as one- Impact -We will be intentional about having a positive impact throughout our company and the communities we serve – People – We put people 1st – Servicing – Financing for the Individual since 1941

Salary is commensurate with experience

Executes Investment Center Clerical Responsibilities

  • Scans and indexes documents
  • Provides back-up to IC Director as needed
  • Assists with file maintenance, data verification, and research of checks
  • Verifies completion of daily work of CSRs
  • Greets and addresses the needs of visitors and investors
  • Maintains, updates, and maintains weekly rate sheets
  • Serves as back-up for the custodian bank reporting


Maintains Financial and Regulatory Control

  • Responsible for the daily operations of Data Center work
  • Confirms accuracy of IC deposits to pass-through bank
  • Proofs and verifies accuracy of Investment Center activity
  • Maintains check logs
  • Proofs daily Investment Center work for accuracy
  • Assist in the set-up and updating of Disaster Recovery system


Creates an Exceptional Customer Experience

  • Ensures customer confidentiality and private information is maintained
  • Serves as back-up to monthly customer birthday report
  • Respond to customer’s needs in a timely and efficient manner
  • Builds internal and external relationships


Ensures Compliance and Regulatory Controls

  • Adheres to all 1FFC policies and procedures
  • Complies with all State and Federal regulations
  • Processes mail opening and performs required OFAC searches


Education, Qualifications and Experience

  • High School Diploma or equivalent
  • Comprehend and verbally communicate all Investment services
  • Demonstrate the ability to analyze relevant information and apply individual judgement
  • Strong interpersonal relationship skills at a variety of levels and social and business settings
  • Ability to organize and prioritize
  • Team focus
  • Basic understanding with MS Office Suite products with a concentration in accurate keyboarding
  • Ability to operate standard office equipment


Ability to meet current licensing requirements of federal and state regulators as required


Interested parties are not considered to be applicants unless they are asked to fill out a 1st Franklin Financial employment application.

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