Job Summary

• Receives and directs visitors and telephone calls; maintains record of inquiries, as required.
• Processes securities transactions, including transmitting orders, cancellation and correction of orders and, ensuring delivery to home office according to proper mailing procedures with confirmation of receipt.
• Assists with opening client accounts by properly completing and submitting required forms and supports client onboarding.

Matching Summary

Skills & Requirements

Key Requirements

• High School Diploma or equivalent
• 1+ years securities industry experience preferred
• General Experience - 7 to 12 months

Work Rights