1st Franklin Financial Corporation

Investment Center Support Associate - Toccoa, GA

1st Franklin Financial Corporation  •  Toccoa, GA (Onsite)  •  2 hours ago
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Job Description

The Investment Center (IC) Support Associate is responsible for supporting Investor relationships and Investor Relations Representatives. The Associate assists with onboarding of new and existing Investors by critically reviewing prepared documentation and tracking exceptions. He/she monitors client activity and prepares reports.

The IC Support Associate also ensures the 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.

Principal Accountabilities and Key Activities

Executes Investment Center Clerical Responsibilities
  • Perform critical and detailed review of new and existing account documentation
  • Ensure documents and system data are aligned
  • Record and maintain tracking exceptions
  • Provides back-up to IC Director as needed
  • Address the needs of visitors and Investors
  • Maintains, updates, and maintains weekly rate sheets
  • Serves as back-up for the custodian bank reporting and switchboard
  • Scans and indexes documents
Maintains Financial and Regulatory Control
  • Responsible for the daily operations of Data Center work
  • Confirms accuracy of IC deposits to pass through bank
  • Maintains check logs
  • Conduct file maintenance and research of checks
  • Assist in the set-up and updating of Disaster Recovery system
  • Perform OFAC searches on individuals, businesses, and entities
Creates 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 as established by department
  • Build internal and external relationships
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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