New Business Associate

Location: Remote
Compensation: Hourly
Staff Reviewed: Wed, Jul 10, 2024
This job expires in: 27 days

Job Summary

A company is looking for an Int New Business Associate (Work From Home).

Key Responsibilities:
  • Performing accurate and timely data entry in compliance with FINRA and SEC regulations
  • Verifying customers' identities and maintaining familiarity with industry regulations
  • Processing high volumes of data from external vendors and handling account reassignments

Required Qualifications:
  • College degree or equivalent broker dealer/RIA experience
  • Familiarity with insurance, mutual funds, equity, and other financial products
  • PC proficiency (MS Office)
  • Proficient and accurate data entry skills

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