Job Summary

A company is looking for a Brokerage Operations Professional, Licensed (Remote).

Key Responsibilities:

• Answer incoming phone calls and process new account documents, maintenance requests, transfers, and distributions
• Maintain a thorough understanding of brokerage operations products, services, and systems
• Provide quality customer service by ensuring detailed, accurate, and timely communications

Required Qualifications:

• FINRA Series 7 and 63/65, or 66 required or obtained within 90 days of hire
• High School diploma and 1-2 years related experience
• Proficiency with MS Excel, MS Word, and financial reporting tools
• Ability to work day and/or evening shifts according to volume forecasts