Financial Services Operations Associate
staff financial groupAlpharetta, GA
Financial Services Operations Associate
staff financial groupAlpharetta, GA
10 days ago
Occupations
Financial Clerks, All OtherBrokerage ClerksSecurities, Commodities, and Financial Services Sales AgentsIndustries
Miscellaneous IntermediationInvestment Banking and Securities IntermediationMiscellaneous Financial Investment ActivitiesAbout the role
Operations AssociateA growing Atlanta based financial services firm is searching for an Operations Associate to join their team. The qualified Operations Associate will have a minimum of 2 years of Financial Services and Trading experience and possess an active Series 7 and 63 License. This position will open accounts, review paperwork to make sure it is accurate and complete, manage client messages/questions, assist with trading for the rep offices and handle trade errors, manage daily transmitted files, process money movement for clients' accounts and assist the reps with questions and resolve issues. This company offers a comprehensive benefits package, a pleasant work environment and lots of opportunity for professional growth.
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JOB OVERVIEW
Experience level
Junior
Location
Alpharetta, GA
Occupation
Financial Clerks, All Other
Industry
Miscellaneous Intermediation
Posted
10 days ago
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