Brokerage Operations Specialist: Accounts & Documentation Pro
Td Ameritrade Holding
J.W. Cole is seeking a Brokerage Operations Specialist to join our team. The role involves processing new account paperwork, TOAs, and cashiering, and maintaining account updates with financial professionals and the clearing firm. You will coach branch staff on document requirements and help ensure smooth operations. The ideal candidate has at least two years of customer service experience, strong Excel skills, and comfort with paperless workflows. #J-18808-Ljbffr Td Ameritrade Holding
Vacancy posted 3 days ago
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