This position will follow our hybrid work model, we expect the selected candidate to be in the office 3 days a week at the St. Petersburg, FL Home Office location.

**Training:**

+ **Training Schedule:** This role requires participation in a mandatory training program, approximately 3 months in duration. Training hours will be **Monday–Friday, 8:00 AM–5:00 PM ET.**
+ **Post‑Training Schedule:** Upon successful completion of training, the regular shift for this role will be **Monday–Friday, 10:00 AM–7:00 PM ET.**

**_Please note: This role is NOT eligible for Work Visa sponsorship, either currently or in the future._**

**What You’ll Be Doing**

+ Be the first line of support for branch teams—answering questions and resolving client account activity.

+ Investigate and correct disbursement errors with precision and care.

+ Complete daily reports and review account activity to ensure compliance with firm policies and indu...