Entry level graduates with a finance/economics/accounting/business background looking to obtain Series Certifications (7,63,66, etc.) are encouraged to apply! This is a great opportunity for those who are looking to gain experience in the brokerage/financial industry. Candidates with previous brokerage experience are also encouraged to apply. Please read the job description below for more information.
- Candidates will be joining a team of individuals who implement managers to different models across accounts pertaining to New Accounts, Cash Flow, Model Change, etc..
- This team is responsible for multiple operational tasks including: intercepting accounts, terminating accounts, handling cash flows, investing and raising cash, account setup and maintenance, submitting trades based on management decisions and target portfolio allocations and running security drift reconciliation reports.
- *This company is looking to provide the resources to obtain licenses (Series 7, Series 63/66, etc.) & become an asset within the organization*
Experience from the financial sector within brokerage, experience within trading, or operational support of such is preferred as well.
For more information, please reach me at the contact information below. I look forward to working for you!
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