Operations Associate

Full-time

International Assets Advisory, LLC

Orlando, FL

Job Description
Job Description
A Midsize, full-service Broker-Dealer, providing financial products and services to clients is currently conducting interviews to fill an Operations Associate position to work in the Back Office. The Back Office consists of Trading, New Accounts, Cashiering, and Branch Services. Our Operations Associates are trained in all four areas to be able to assist our Field Advisors with any situation.
Essential Duties and Responsibilities
Assist advisors with various client account questions
Answer questions and provide support to advisors regarding the navigation of Gateway and other Field Advisor systems
Accurately and efficiently set up New Accounts
Initiate and confirm completion of account transfers (ACATs)
Guide Advisors to the correct client documents need to complete specific tasks
Assist advisors with money movement request (Checks, Fed Wires, and ACH)
Update client account information in the database
Respond to emails and calls from field advisors in a timely manner
Ensure an efficient process for a smooth transition for all aspects of Operations
Perform additional duties as assigned
Be willing and able to learn
Job Requirements
Strong knowledge of Microsoft Office, Word, Excel, and Outlook
Must be able to communicate well over the phone and by email
Must be well organized and have the ability to prioritize tasks
Preferred
Bachelor's degree in Finance/Accounting or 2 plus years of Customer Service experience
Familiar with a variety of Financial/Brokerage Industry concepts, practices, and procedures

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Vacancy posted 2 days ago

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