Brokerage Assistant


Salary:

$20.00 to $22.00 per hour

Location:

Portland, OR

Date Posted:

May 3, 2019

Employment Type:

Temporary

Job Reference:

03600-9501039801

Staffing Area:

Office & Administrative


Description
We are looking for a front office assistant with experience in the financial services industry. Sitting in the Downtown Portland office, the primary focus of this temporary position will be onboarding new brokers with existing book of business. Primary duties include smooth transfer of accounts from previous firm to this client's systems. The position is required to maintain a high degree of confidentiality with respect to client, Financial Advisor, and company information. If you enjoy being the face of the company and have experience in the financial services industry, apply now, or send your resume to [email protected]

In this position, you will:

- Review and transfer Broker's information into client's database system.
- Ensure timely and accurate data entry into new system.
- Maintaining client account documents and information.
- Updating account records if necessary.
- Provide support in other areas as needed.
Requirements
Primary Qualifications:

- 1+ years of related experience within financial industry
- Prior industry experience required with a demonstrated working knowledge of stocks, bonds, margin accounts, options, various retirement plans (IRAs, Simple, Roth) mutual funds, annuities.
- Experience with New Account Opening Transfer process in Financial Services operations?or former role as Financial Services Sales Assistant.
- Experience with TRAX, a New Account opening and document workflow system (IFS product) and or experience with IFS and/or BETA if possible.
- Strong communication, organizational and computer skills.?
- Mathematical aptitude with high attention to detail.
- Positive, detail oriented individual able to work as a productive member of the onboarding team. ?
- Experience with Microsoft office required

About OfficeTeam
OfficeTeam is the world's leader in detail oriented staffing for office support jobs, focusing exclusively on the temporary and temporary-to-full-time placement of professionals in the administrative field. We are faster at finding you work because of the depth of our client network. Specifically, our detail oriented staffing managers connect with thousands of hiring managers in North America every week to find you office support job opportunities. We evaluate all of our temporaries' skills and match them with the needs of top employers in their area.
? 2019 OfficeTeam. A Robert Half Company. An Equal Opportunity Employer M/F/Disability/Veterans.
OfficeTeam is the world's leader in professional staffing for office support jobs, focusing exclusively on the temporary and temporary-to-full-time placement of professionals in the administrative field. We are faster at finding you work because of the depth of our client network. Specifically, our professional staffing managers connect with thousands of hiring managers in North America every week to find your office support job opportunities. We evaluate all of our OfficeTeam temporaries' skills and match them with the needs of top employers in their area.

Apply for this job now or contact us today at 888-490-4154 for additional information.

All applicants applying for U.S. job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada.

© 2019 OfficeTeam. A Robert Half Company. An Equal Opportunity Employer M/F/Disability/Veterans.

By clicking 'Apply Now' you are agreeing to Robert Half Terms of Use.


Portland, OR

222 SW Columbia St
Suite 1100
Portland, OR 97201
us
503.223.2606
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