Company: Orbis Systems, Inc.
Location: Boca Raton
Posted on: May 3, 2021
ViewTrade Securities is currently looking for a FINRA licensed
Operations Associate for our Boca Raton, FL office.
We are seeking full time candidates ranging from entry level to
general knowledge of all aspects of Operations processing with
experience in the brokerage industry with a Series 7 License
preferably, and Microsoft Excel and Outlook Organizational
Must possess strong professional communication skills; with the
ability to develop positive working relationships and provide
excellent customer service for both our national and international
clients. Must be team oriented and work well under pressure,
capable of working with multiple systems, must have high attention
to detail, the ability to process work accurately and meet
deadlines, ability to work independently and think critically
exercising good judgment, excellent problem resolution,
organizational, and follow-up skills are a must, and the ability to
embrace change and work in a fast-paced environment.
Duties include, but not limited to:
- New Account opening, updates, and closure.
- Documentation processing, ACATs, etc.
- Cash Disbursements; Checks, Wires, ACHs.
- Securities Processing, Corp Actions, DTC, DRS, DWAC, enter
unsolicited trades when needed, and processing options exercising
when needed etc.
- Assist our team and clients in all operations related
- Provide operational reports.
At ViewTrade you will have a competitive salary, excellent
benefit packages which include Health, Dental, Vision, Life
Insurance and 401K Plan with employer match and paid time off.
Keywords: Orbis Systems, Inc., Boca Raton , Operations, Other , Boca Raton, Florida
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