Operations Associate
International Assets Advisory
Job DescriptionJob DescriptionA 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 ResponsibilitiesAssist advisors with various client account questionsAnswer questions and provide support to advisors regarding the navigation of Gateway and other Field Advisor systemsAccurately and efficiently set up New AccountsInitiate and confirm completion of account transfers (ACATs)Guide Advisors to the correct client documents need to complete specific tasksAssist advisors with money movement request (Checks, Fed Wires, and ACH)Update client account information in the databaseRespond to emails and calls from field advisors in a timely mannerEnsure an efficient process for a smooth transition for all aspects of OperationsPerform additional duties as assignedBe willing and able to learnJob RequirementsStrong knowledge of Microsoft Office, Word, Excel, and OutlookMust be able to communicate well over the phone and by emailMust be well organized and have the ability to prioritize tasksPreferredBachelor's degree in Finance/Accounting or 2 plus years of Customer Service experienceFamiliar with a variety of Financial/Brokerage Industry concepts, practices, and procedures
Vacancy posted 3 days ago
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