General Purpose: To support the daily business needs of our customers. Essential Duties and Responsibilities: •Answer customer inquiries in a timely manner •Review and submit trades on Autofund for management approval •Research and resolve trade reject errors •Resubmit rejected trades for management approval •Coordinate and assist customer with any trade/settlement issues •Upon customer instructions, facilitate money moves with the Trust Company •Review overdraft report and submit ...
Broadridge - 4 months ago
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