New Business Associate
Avionsystems - Somerset, NJ

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Must be a quick learner, adhere to our daily benchmarks and provide excellent customer service with clear, precise, and detailed communication skills. Ability to shift responsibilities on the fly - jumping from one processing queue to another when needed Adapt to our proprietary workflow system (bdWise) as well as our other systems (NetX360, Lotus Notes, etc.). Able to work as part of a team or independent when needed. Prior brokerage experience a plus.

The return mail process includes but is not limited to the daily sorting of incoming mail, filing and maintaining filing system, researching and updating client accounts, contacting field representatives for additional information, proper documentation of each account through our proprietary workflow system (bdWise) and spreadsheet, provide management with daily statistics and initiating the process to move assets to our clearing firm abandoned property account. Other responsibilities may include but are not limited to serving as back-up for new and existing brokerage maintenance items including profile updates,address changes, suitability information updates (income, net worth, investment objectives, etc.), beneficiary changes, etc. as needed. Reports to Supervisor.