Records Processor

Mailroom Specialist Wanted: Mastering Precision in Processing, Recording, and Distributing Incoming and Outgoing Mail!

Are you ready to join one of the fastest growing broker-dealer networks in financial services? (Cerulli Associates, 2020) At Atria, we support independent financial professionals and financial institution investment programs so they, in turn, can provide exceptional service to their clients and develop meaningful relationships with them.

TheRecords Processor is responsible forprocessing, recording and distributing all incoming/outgoing mail via Postal Service and overnight delivery packages.  This includes performing related tasks such as opening, stamping, and sorting.   Also responsible for the postage meter and communication with the Post Office.  Daily maintenance of Federal Express and packages.

Location: This position will be done onsite at 10150 Meanley Drive, San Diego, CA 92131

Schedule: 8:30 am to 5 pm Monday through Friday

Dress: Business Casual

Career Path: This is entry level with potential to move into various other Operations positions.

The anticipated hourly range for this position is $18 to $20. Exact compensation may vary based on skills, experience, and location.

What you will do:

• Open and close the mail room area.
• Review all outgoing overnight packages to ensure all contents are in correct package.
• Check packages and record information.
• Keep a log of outgoing packages and who sent them.
• Scan and log all incoming checks to the firm and delivery to Cashiering.
• Log all incoming stock certificates and bearer bonds and deliver to Cashiering.
• Log all incoming returned mail to the firm and process.
• Handle monies received for employee postage.
• Monitor postage on postage meter and replenish postage as necessary.
• Maintain and create department procedures as necessary.
• Continuously look for ways to improve efficiency of operation.
• Perform any job tasks or duties assigned by management.

What you bring:

• High School Degree, or equivalent
• Strong oral and written communication skills
• Strong organizational skills
• Self-motivated
• Data entry skills – type 45 WPM
• Microsoft Office Suite Experience (Outlook, Word, Excel)

Why work at Atria?

In addition to a competitive salary, we provide a full benefits package that includes:

• Medical & Prescription Drug Insurance
• Health Advocacy
• Telehealth
• Dental Insurance
• Vision Insurance
• Health Savings Account
• Flexible Spending Accounts
• Short-Term Disability Insurance
• Long-Term Disability Insurance
• Life Insurance
• Paid time off, Paid Holiday, Paid Birthday
• Critical Illness, Accident & Hospital Indemnity Coverage
• Identity Theft
• Employee Assistance Program
• Pet Insurance
• Legal Plans
• Virtual Therapy
• Virtual Mental WellCare
• Long-Term Care
• Retirement 401(k) Savings Plan with matching

Atria Wealth Solutions, Inc. (Atria) is a wealth management solutions holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions, and their clients. Headquartered in New York City, Atria’s broker-dealer subsidiaries empower financial institutions and independent financial professionals with a sophisticated set of tools, services, and capabilities that deepen client relationships and maximize efficiencies in their practices.

Atria operates the following wealth management subsidiaries that provide brokerage and advisory services: CUSO Financial Services, Sorrento Pacific Financial, Cadaret Grant, NEXT Financial Group, Western International Securities, SCF Securities and Grove Point Financial. Atria’s subsidiaries together support close to 2,700 financial professionals with nearly $120 billion of assets under administration. Each broker/dealer is a member FINRA/SIPC, and each advisory firm is a federally registered investment adviser. For more information, please visit atriawealth.com.

Atria Wealth Solutions and its affiliated entities are equal opportunity employers that are committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.
This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Atria Wealth Solutions and its affiliated entities make hiring decisions based solely on qualifications, merit, and business needs at the time.

It’s time for the next step in your career. Apply now.

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