Financial Support Associate

hace 2 semanas


Mayagüez, Mayagüez, Puerto Rico Stifel Financial A tiempo completo

Job Summary

Under general supervision, performs multiple support staff duties required for a satellite/small branch and acts as liaison to home office personnel.

Responsibilities

  • Acts as liaison between branch/satellite and home office personnel (i.e. questions, paperwork, etc.).
  • Trains additional support staff on daily work assignments.
  • Performs operational or administrative functions for client related requests.
  • Accurately processes order tickets (or calls in/faxes orders to main branch) and follows up where necessary.
  • Books in cash/checks, issues receipts and accurately balances daily.
  • Books in securities, issues receipts and accurately balances daily.
  • Assists in the opening of customer accounts and processes changes.

Requirements

  • High School diploma or equivalent required.
  • 2-3 years of Financial/Securities industry experience required.
  • Knowledge of the financial markets, the industry, the analysis and reporting of financial data, and associated terminology.
  • General understanding of the securities regulations.
  • Strong focus on providing exemplary client service.
  • Excellent grammar and possess phone/office etiquette.


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