New Accounts Coordinator
AtWork
Growing broker dealer firm in San Diego, CA (Carmel Valley Area) seeks a New Accounts Coordinator with an active Series 7. In this role, you will: Perform review of new accounts and account updates Review all new account transferring assets Generate various transaction reports monthly and quarterly Participate in Supervisory Principal Associate Training Required Qualifications Series 7 Series 24 or attained within 6 months of hire Two years of financial industry experience Independent Broker Dealer experience preferred College degree preferred #J-18808-Ljbffr AtWork
Vacancy posted 4 days ago
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