|
Search Jobs in Southern California
View Jobs Details
Position Title: Operations Coordinator
| Job City: |
|
St. Cloud |
| Job State: |
|
Minnesota |
| Job Company: |
|
Cetera Financial Group |
| Date Job Opened: |
|
07/14/10 |
| Employment Type: |
|
Full Time |
| Days Hours: |
|
|
| Benefits: |
|
|
|
|
Description:
Position Summary:
Responsible for providing operational support for the broker-dealer organization.
Principal Responsibilities:
- Provides operational, customer service, administrative and sales support in one or more of the following areas:
- Mutual Funds, Retirement Products, Annuities, Certificate of Deposit and/or other Investment Products.
- Depending on area of emphasis may establish new accounts, ensuring all necessary documents are on file for clients. Maintain accurate and complete data on existing client files.
- Respond to telephone inquiries from internal and external customers including registered representatives regarding account status, account changes and/or the account transfer process. Acts as a liaison between customers/representatives and institutions including banks and clearing firms.
- Perform various account calculations/reconciliations. This may include calculating interest and dividend payments, and/or processing incoming contributions and outgoing distributions. May send out maturity notices and work on maturity payments.
- Provides account information to accounting and/or government reporting specialists. May maintain this information on various databases and run reports to gather this information.
- Other duties as assigned.
Knowledge, Skills and Abilities:
- High school diploma or equivalent.
- 1 to 2 years related experience.
- Solid decision-making and problem solving skills.
- Ability to work independently as well as in a team.
- Detailed oriented.
- Strong verbal and written communications.
|
|
Featured Jobs
Data Analyst
El Segundo, Full Time - 05/24/10
Clinical Partner
Los Angeles, Full Time - 07/06/10
Wealth Management Education Coordinator
Salary Range: $45,000 - $45,000
El Segundo , Full Time - 08/10/10
More jobs...
|