PCG Operations Coordinator - Non-Registered - Part-time

Stifel • Corpus Christi, TX

8d • Onsite

About The Position

Performs multiple support staff duties required for a satellite/small branch and acts as liaison to home office personnel.

Requirements

• Knowledge of the financial markets, the industry, the analysis and reporting of financial data, and associated terminology.
• General understanding of the securities regulations.
• Strong focus on providing exemplary client service.
• Excellent grammar and possess phone/office etiquette.
• High School diploma or equivalent
• 2+ years of Financial/Securities industry experience
• Proficient in Microsoft Excel, Word, PowerPoint, Outlook

Responsibilities

• Acts as liaison between branch/satellite and home office personnel (i.e. questions, paperwork, etc.).
• Trains additional support staff on daily work assignments.
• Performs operational or administrative functions for client related requests.
• Accurately processes order tickets (or calls in/faxes orders to main branch) and follows up where necessary.
• Books in cash/checks, issues receipts and accurately balances daily.
• Books in securities, issues receipts and accurately balances daily.
• Assists in the opening of customer accounts and processes changes.

Benefits

• health
• dental
• vision care
• 401k
• wellness initiatives
• life insurance
• paid time off

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Education Level: High school or GED