Fee Based Senior Associate - Trading Administration

Willenborg Wealth Management

Saint Petersburg, FL, US
Base salary components included; + compensation ma...
Hybrid
Fee based agreement processing
System reconciliation and account distributions
Intermediate knowledge of securities operations
This position serves as the agent between branches and the home office while reviewing and maintaining fee-based accounts

Job Summary

  • This position serves as the agent between branches and the home office while reviewing and maintaining fee-based accounts.
  • The role involves performing operational procedures including new fee-based agreement processing, system reconciliation, and handling terminations.
  • Employees are eligible for a comprehensive benefits package including medical, dental, vision, life insurance, and retirement savings.

Matching Summary

This position serves as the agent between branches and the home office while reviewing and maintaining fee-based accounts.

Salary

Base salary components included; additional compensation may include cash or equity; discretionary bonuses or commissions possible

Skills & Requirements

Must-have

  • Fee based agreement processing
  • System reconciliation and account distributions
  • Intermediate knowledge of securities operations

Nice-to-have

  • Ability to train other team members
  • Experience with complex business issue resolution
  • Strong written and oral communication skills

Key Requirements

  • Bachelor's degree or High School diploma required
  • 13 months to 3 years of general experience
  • Knowledge of finance and securities industry regulations

Work Rights

Not specified

Tailored Resume

Cover Letter