About this role
Role Overview
- Answer internal and external phone calls; make outbound phone calls to our financial professionals
- Review, process and follow up on various brokerage account requests including IRA/RMD distributions, journals between brokerage accounts, ACH/EFT, federal fund wires, research, check deposit adjustments, and other cash and asset processing.
- Act as back-up to co-workers by cross-training on all department functions and demonstrate flexibility to respond to influx of workflow.
- Interact with clearing firms and financial professionals on routine brokerage account processing requests; provide timely updates and statuses.
Requirements
- 2-3 years relatable or transferable work experience; financial services experience preferred
- Proficiency at Microsoft Word, Excel, Internet Explorer, Outlook, PowerPoint
- Bachelor's degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree
- STRONG customer focus orientation
- High attention to detail, analytical mindset, and problem-solving skills
Benefits
- health, vision, dental insurance
- 401k
- paid time away
- volunteer days
- annual performance-based bonus