Advisor Service Associate

Hilltop Holdings • United States,

19d

About The Position

Hilltop Securities is currently seeking an Advisor Service Associate to support its Momentum Independent Network (MIN) team with daily administrative tasks and special projects. Hilltop Securities Inc., a member of FINRA and SIPC, is a wholly owned subsidiary of Hilltop Holdings. The Hilltop Independent Network (HTIN) is a brokerage firm that provides support and services to independent registered representatives. In this role, the Advisor Service Associate will support the MIN team through administrative functions and project-based initiatives. Key responsibilities include initiating outbound calls to clients to verify their identity, confirm banking and transaction instructions, and document verification activities in accordance with operational procedures and compliance standards for money movement requests.

At HilltopSecurities, we believe in building noble and collaborative relationships that enrich the financial future of individuals, businesses and communities. With an extensive portfolio of products, we deliver a broad range of investment banking and related financial services that help our clients achieve their definition of success. As a subsidiary of HilltopHoldings, which also encompasses PlainsCapital Bank, and PrimeLending, we have the financial strength and stability that has withstood the test of time. Our nationwide presence in 400 locations across 44 states provides our associates with extensive opportunities to grow their careers in a diverse organization that truly values relationship capital above all else.

Requirements

• Support the MIN team with daily administrative tasks and special projects
• Support the MIN team through administrative functions and project-based initiatives
• Initiate outbound calls to clients to verify their identity
• Confirm banking and transaction instructions
• Document verification activities in accordance with operational procedures and compliance standards for money movement requests

Responsibilities

• Initiating outbound calls to clients to verify their identity
• Confirming banking and transaction instructions
• Documenting verification activities in accordance with operational procedures and compliance standards for money movement requests
• Supporting the MIN team through administrative functions and project-based initiatives

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed