Revolution Technologies · 5 days ago
Finance Associate
Stuart, FL
Contract
Onsite
New Grad, Entry Level
$23/hr - $23/hrRevolution Technologies is seeking a Finance Associate, formally titled Branch Operations Specialist. The role involves providing administrative support to branch management, handling client onboarding, and managing various operational tasks.
DeliveryHuman ResourcesInformation Technology
Hiring Manager
Donna Lott
Responsibilities
Receives and directs visitors and telephone calls; maintains record of inquiries, as required
Sorts, screens and distributes incoming and outgoing mail
Processes money movement of funds, disbursements and check delivery
Transmits and receives messages with home office
Processes securities transactions, including transmitting orders, cancellation and correction of orders and, ensuring delivery to home office according to proper mailing procedures with confirmation of receipt
Maintains documentation to cashiering according to compliance requirements
Assists branch management with audit preparation
Assists with opening client accounts by properly completing and submitting required forms
Supports client onboarding
Monitors document status through importing, scanning and submission of documents
Provides general administrative support to branch management
Maintains, processes and updates files, records and other documents
Maintains inventory, stocks and distributes office supplies
Cross-trains and assists with other operational functions as required
Performs other duties and responsibilities as assigned
Qualification
Required
Must dress professionally
Be well-spoken
Able to handle phone calls
Greet visitors
Handle administrative tasks for branch
Receives and directs visitors and telephone calls
Maintains record of inquiries, as required
Sorts, screens and distributes incoming and outgoing mail
Processes money movement of funds, disbursements and check delivery
Transmits and receives messages with home office
Processes securities transactions, including transmitting orders, cancellation and correction of orders
Ensures delivery to home office according to proper mailing procedures with confirmation of receipt
Maintains documentation to cashiering according to compliance requirements
Assists branch management with audit preparation
Assists with opening client accounts by properly completing and submitting required forms
Supports client onboarding
Monitors document status through importing, scanning and submission of documents
Provides general administrative support to branch management
Maintains, processes and updates files, records and other documents
Maintains inventory, stocks and distributes office supplies
Cross-trains and assists with other operational functions as required
Performs other duties and responsibilities as assigned
Benefits
Laptop provided
Company
Revolution Technologies
Revolution Technologies is a staffing and recruiting company that offers contract staff augmentation and permanent staffing solutions.
Founded in 1993
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Ted Parker
Founder & Chief Executive Officer
Miles Toshie
Executive Vice President/Partner
Recent News
EIN Presswire
2025-12-17
Company data provided by crunchbase