Retail Clearing Associate

Retail Clearing Associate

Job Category : Brokerage Accounting

Location : Little Rock, AR 72201, USA

Description

Key Responsibilities

General Operations Support :

• Sort and distribute or process departmental mail promptly, including checks, certified / registered mail, and FedEx deliveries.
• Receive checks both via mail and at the Customer Service Window.
• Scan and apply funds to the correct customer or firm accounts.
• Print checks processed in the LR Branch and prepare for mailing, branch pickup, or FedEx shipment.
• Image all documents into the firm's online record retention system.
• Serve as a backup for other Retail Clearing Department functions.
• Primary contact for processing ACH and check requests received by email.
• Perform any other related tasks as assigned by management.

ACAT Transfers :

Margin Operations :

Education and / or Experience :

Required Testing :

Licenses & Certifications :

Required :

HIPAA Training

Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.