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Company: Advisor Group
Location: Jersey City
Posted on: May 14, 2022

Job Description:

Brokerage Operations Opportunity in Financial Services Trader, Securities OperationsLocation: New Jersey & St. Petersburg preferred, remote consideredType: Full-timeSummary: We are seeking an intelligent, motivated individual to fill a position on the network's Mutual Fund & Equity desk as a general securities Trader. Candidates must be college graduates with exceptional communication skills. Knowledge of NetX 360 and/or Streetscape a plus. We will train the right candidate. Series 7 license requiredResponsibilities:

  • Service representatives for the AG Advisor Network
  • Field inquiries regarding general securities procedures and charges
  • Process and facilitate equity & mutual fund transactions from representatives
  • Act as liaison between representatives, Clearing firm and sponsors for MF
  • Reconcile reject/error accounts and process loss billing
  • Quality control manual trades and corrections processed by traders
  • Acknowledgement of Trade Reject/Market Timing Notifications
  • Prioritize information that needs immediate attention
  • Ensure timely follow-up concerning all issues and inquiries
  • Other duties as assignedEducation Requirements:
    • Bachelor's Degree Preferred, H.S. Diploma or GED certificate + Significant Practical Experience will be consideredBasic Requirements:
      • FINRA Series 7 is required
      • 1+ years relevant working experience is required
      • Ability to communicate clearly and confidently
      • Proven analytical and problem-solving skills
      • Ability to learn quickly and operate autonomously in a fast-paced environment
      • Computer skills with an aptitude for troubleshooting
      • Strong organizational and time management skills with exceptional attention to detail with ability to prioritize and multi-taskPreferred Requirements:
        • 2 or more years of financial services experience preferred

Keywords: Advisor Group, Jersey City , Trader, Other , Jersey City, New Jersey

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