Broker Dealer Operations Coordinator

Job Summary

A company is looking for an Operations Coordinator-Broker Dealer.

Key Responsibilities

• Establish and service new accounts, deposits, and retirement contributions in a broker/dealer environment
• Provide customer service and resolve inquiries for advisors, clients, and internal business partners
• Support operational projects and cross-train in various areas to assist during peak times

Required Qualifications

• Two years plus related experience in a financial services environment
• Knowledge of NetX360, Pershing, or general broker/dealer operations preferred
• Proficiency in Microsoft Excel and Microsoft Office Suite
• Desire to obtain Series 7 license within six months of hire
• Ability to work in a fast-paced environment