1st Franklin Financial Corporation

Investment Center Support Associate - Toccoa, GA

1st Franklin Financial Corporation  •  Toccoa, GA (Onsite)  •  3 hours ago
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Job Description

1st Franklin Financial is looking for an Investment Center Support Associate. This position works closely with the Investment Center Compliance and Reporting Director and staff to build relationships and identify the needs of customers in a timely manner. This position learns the features of products and services to drive that exceptional customer experience. The Investment Center Support Associate provides courteous, prompt response to visitors, Investors, and prospective Investors. This position performs a wide variety of clerical duties utilizing knowledge of systems and procedures. He/she reviews daily work for accuracy and balancing.

Principal Accountabilities and Key Activities

Performs Investment Center Responsibilities

  • Answers, screens, and properly transmits incoming calls
  • Greets and addresses the needs of all visitors and Investors
  • Supports the Investment Center daily clerical functions such as mailing, filings, typing, etc.
  • Maintains, updates, and distribute weekly rate sheets
  • Provide back-up to IC Process Manager as assigned
  • Maintains and balances internal postage box
  • Performs Arthur State Bank reporting daily and monthly

Maintains Financial and Regulatory Control

  • Assists with statistical reporting
  • Confirms accuracy of daily Center deposits to pass-through bank
  • Verifies accuracy Investment Center checks issued, encoding and signatures
  • Maintains check log
  • Proofs daily Investment Center work and input for accuracy
Education, Qualifications and Experience

Essential

  • 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

Benefits:

  • Health insurance
  • Dental/Vision
  • 401K
  • 401K matching
  • Paid time off
  • Life insurance
  • Bonus pay
1st Franklin Financial Corporation

About 1st Franklin Financial Corporation

Since 1941, 1st Franklin Financial Corporation has had one goal—Serving communities by offering opportunities to individuals and families through financial services. It’s been over 85 years since Founder Ben F. Cheek, Jr. made his first $34 auto loan. While times have changed, our commitment to customers has not. Our customers know us and more importantly, we know them. This commitment is why we’ve been able to help generations of families in times when they have needed us most.

With over 325 loan offices in 8 states, 1st Franklin Financial Corporation continues to provide personal loans, supplying our customers with the cash they need. With offices located primarily in rural locations, we understand the struggles in these areas. We offer loans for auto repairs, home improvements, or debt consolidation. We can help with starter loans, wedding loans, medical expense loans, funeral loans, or a small personal loan to help you meet day to day expenses. We also offer Retail Sales Financing to help our local small businesses grow. Whatever the need, we can answer all of your loan questions and help you find a solution.

Industry
Finance & Insurance
Company Size
1,001-5,000 employees
Headquarters
Toccoa, GA
Year Founded
1941
Website
1ffc.com
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