Broker Dealer - Operations Associate Job at StateTrust Group, Boca Raton, FL

SUJoWTRmNEN5Z2NWY0lBVEE5dzBXZ0E4
  • StateTrust Group
  • Boca Raton, FL

Job Description

Broker Dealer - Operations Associate

 

StateTrust Wealth Management is a full-service broker/dealer and financial advisor specializing in Wealth Management and Financial Planning that uses state of the art technology and offers unique personal service.  We seek a Bilingual (English/Spanish) Operations Associate to assist our operations team and Compliance Manager with our international business in our main Headquarters in Boca Raton, Florida.

 

Responsibilities

Ø Performing client related activities including servicing, account openings, wire transfers, journals, issuing checks, reports, ACATs, follow-ups and reconciliation.

Ø Implementing and executing process and procedures and back-office operations

Ø Support brokers and referral brokers

Ø Keeping track of pending issues related to accounts

Ø Creation of Personal Holding Companies and all aspects of their existence.

 

Requirements

Ø At least 5 years of experience in the industry

Ø Knowledge of all operational processes in the broker dealer industry

Ø Detail oriented

Ø Knowledge of MS Office and computer literate

Ø Excellent communication both verbal and written in both English and Spanish

Ø Industry Licensed – series 7 and 24 a plus

Please send your resume to hr@statetrust.com

Job Tags

Similar Jobs

Highmark Health

Epic Grand Central Systems Analyst - Prelude Job at Highmark Health

 ...**JOB SUMMARY**This job is responsible for configuring, rolling out, and supporting the Epic Grand Central team with a focus on Prelude. Responsibilities include business/systems analysis, requirements definition and documentation, system design, and problem resolution... 

Hilton

Housekeeping/Laundry Manager - Parc 55 San Francisco a Hilton Hotel Job at Hilton

The Parc 55 San Francisco is searching for Housekeeping and Laundry ato join their Front Office team\! This is a perfect opportunity for...  ...79,000 to $81,000**What will I be doing?**As a Housekeeping Manager, you would be responsible for managing daily Housekeeping operations... 

UCLA Health

Administrative Clinical Care Partner - Float Team Job at UCLA Health

 ...professional with:+ Current, valid CA Certified Nursing Assistant certificate (CNA), required+ Basic Life Support (BLS) from the American Red Cross or American Heart Association, required+ No prior CNA experience required; One year CNA experience, preferred+ Clerical... 

Sapphire Recruitment

Electrician Job at Sapphire Recruitment

 ...Electrician Commercial & Residential Pay: $22$30/hour, depending on experience Hours: Monday Friday, 7:00 am 3:30 pm We are seeking skilled Electricians to join a well-established team handling commercial and residential projects throughout the Syracuse... 

Brooks & Davis Real Estate Firm

Licensed Transaction Coordinator Job at Brooks & Davis Real Estate Firm

Were looking for a driven transaction coordinator to manage contracts throughout the entire home selling and buying process. Youd be responsible...  ..., such as moving schedulesQualifications: A valid Real Estate License is required for this job Previous experience in...