Responsibilities include: Maintaining and tracking firms outgoing correspondence, Performing daily processing of Option accounts, Complete and distribute weekly and monthly reports on firm account, Update NYRS & TOOL systems for new clients, Pull supporting documentation per the request of the Exchanges, Perform customer verification of information on new clients to our third party vendor to ensure no potential issues, Maintain and certify business continuity database quarterly, Coordinate firm regulatory mailings, Assist with approving cashiering journals, checks, and Federal Fund requests.
College degree preferred but not mandatory. 1 to 2 years of recent work experience in a related brokerage operations environment. Excellent communication skills, PC skills and data entry skills.
United States-USA-Florida-Lake Mary
iNautix Technologies - 10 months ago