ESSENTIAL DUTIES AND RESPONSIBILITIES
Open new accounts, obtain required information, verify accuracy, and enter into system. Set up and maintain related files and documentation.
Take and/or Enter customer orders via Backoffice to exchanges and trading room, at request of broker or customer.
Check reports and trade confirmations on past transactions to determine accuracy, identify any discrepancies and resolve.
Respond to customer requests, provide information and resolve problems.
Perform miscellaneous duties such as type correspondence and documents; answer telephones and take messages; greet visitors; make travel arrangements; make copies; mail printed materials; file; maintain reference books and materials.
Perform other tasks as assigned by management.
EDUCATION AND/OR EXPERIENCE
Broad knowledge of such fields as advanced accounting, marketing, business administration, finance, etc. equivalent to four years of college and 12-18 months of related experience and/or training; or equivalent combination of education and experience.
COMPUTER SKILLS To perform this job successfully, an individual should have strong computer skills including the use of Microsoft Word, Excel, Outlook E-mail and the Internet. Ability to learn and operate additional software.
CERTIFICATES, LICENSES, REGISTRATIONS
Series 7 and 63 or Series 7 and 66 required.
OTHER SKILLS AND ABILITIES
Typing, alpha/numeric data entry.
Microsoft Word, Excel, Typing and Alpha-Numeric Data Entry