Boca Raton, Florida - Brokerage firm - Operations Associate at ViewTrade
About The Position
ViewTrade Securities is currently looking for an Operations Associate for our Boca Raton, FL office. We are seeking full time candidates ranging from entry level to general knowledge of all aspects of Operations processing with experience in the brokerage industry with a Series 7 License preferably, and Microsoft Excel and Outlook Organizational Skills. Must possess strong professional communication skills; with the ability to develop positive working relationships and provide excellent customer service for both our U.S. based and international clients. Must be team oriented and work well under pressure, capable of working with multiple systems, must have high attention to detail, the ability to process work accurately and meet deadlines, ability to work independently and think critically exercising good judgment, excellent problem resolution, organizational, and follow-up skills are a must, and the ability to embrace change and work in a fast-paced environment.
Requirements
- experience in the brokerage industry
- Microsoft Excel and Outlook Organizational Skills
- strong professional communication skills
- ability to develop positive working relationships
- provide excellent customer service for both our U.S. based and international clients
- team oriented
- work well under pressure
- capable of working with multiple systems
- high attention to detail
- the ability to process work accurately and meet deadlines
- ability to work independently and think critically exercising good judgment
- excellent problem resolution, organizational, and follow-up skills are a must
- the ability to embrace change and work in a fast-paced environment
Nice To Haves
- Series 7 License
Responsibilities
- New Account opening, updates, and closure.
- Documentation processing, ACATs, etc.
- Cash Disbursements; Checks, Wires, ACHs.
- Securities Processing, Corp Actions, DTC, DRS, DWAC, enter unsolicited trades when needed, and processing options exercising when needed etc.
- Assist our team and clients in all operations related inquiries.
- Handle operational reports.
Benefits
- Health
- Dental
- Vision
- Life Insurance
- 401(K) Plan with employer match
- paid time off
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
