Financial Support Associate
hace 2 semanas
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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