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Branch Office Administrator

$40k

Theuniversityunion

Location 1901-A East Race Street,Searcy, AR, 72143,United States Base Pay $40,000.00 / Year Other Compensation Supplemental bonuses Employee Type Exempt Required Degree NONE Manage Others No Contact Information Phone View phone number on click.appcast.io Email View email address on click.appcast.io Description Crews & Associates is looking for self-motivated Branch Office support to join our Searcy Team. Responsibilities Assist sales in the business of buying and selling bonds with customers of Crews & Associates Assist sales in the acquisition of new customers for Crews & Associates Be able to make independent decision when filling orders, interacting with clients and the broker dealer community Assist in the daily operations of the office Writing trade tickets in an accurate and timely manner and in accordance with industry regulations Being aware of product offerings and/or where to find them, having an understanding of how those products are structured and priced, and the competency to show products to clients Handling trade problems in a timely manner Being the "ears and eyes" for your sales team assigned to support Maintaining client files Requirements You will be required to study for and pass the SIE, Series 7, and Insurance. You will be required to be proficient in the structure of and pricing of investment products in showing offerings to clients, obtaining bids with appropriate marks to show clients in setting up various types of accounts in program applications including, but not limited to Excel, Word, Bloomberg, Dashboard, CRM in determining profit/loss from cost basis and/or stand #J-18808-Ljbffr Theuniversityunion

Vacancy posted 1 day ago
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