Brokerage Operations Specialist

A company is looking for an Advanced Brokerage Operations Professional.

Key Responsibilities

Answer incoming phone calls and process new account documents, maintenance requests, transfers, and distributions

Analyze and process complex new business and service transactions while ensuring compliance with regulatory standards

Provide quality customer service and maintain professional relationships with field professionals and internal business units

Required Qualifications

High School diploma with 1-2 years of related experience

Proficient in MS Excel, MS Word, and applicable financial reporting tools

Ability to work day and / or evening shifts based on volume forecasts