Administrative Assistant / Correspondent Services Liaison
Wedbush Securities - Los Angeles, CA

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Job Descriptions:
Wedbush Securities is one of the largest securities firms and investment banks in the nation. We provide innovative financial solutions through our Private Client Services, Capital Markets, and Clearing & Execution divisions. Headquartered in Los Angeles, California with over 90 offices and more than 125 correspondent offices, our commitment to providing relentless, customized service is the foundation of our consistent growth.

Our Correspondent Services Division has an immediate need for an Administrative Assistant, who will be responsible for maintaining relationships between Wedbush Securities Inc. and the broker/dealer clients.

Responsibilities:
Provide general administrative/clerical support to our Correspondent Services Division

Interact, give presentations and provide training & support to officers and brokers of the clients

Compose, edit and distribute memos, letters and reports

Maintain and update database information

Maintain department files and documents

Answer and direct calls and act as an information resource

Act as a liaison and problem-solver to both internal and external contacts

Handle confidential and sensitive information with tact and discretion

Perform other duties and work on special projects as required

Required Experience:
BA/BS in business, marketing, communication or equivalent

1-5 years of administration/coordinator experience

Financial services industry or understanding of brokerage business is desirable

Extremely strong organizational, time management and project management skills

Strategic thinker with creative and effective problem solving skills

Solid verbal and written communication skills

Excellent telephone and presentation skills is a must and ability to stressful and difficult situations

Extremely strong skills and proficiency in MS Office software

Knowledge of Beta Systems, Broker Insight, compliance reports and COLD is a plus

Series 7 license is a plus

Ability to build complex Excel spreadsheets and analyze data is essential

Ability to prioritize, multi-task and meet tight deadlines in a fast-paced environment

U.S. Citizen or Permanent Resident Required

Keyword: Administrative assistant, clerical, entry level, assistant, administrative
From: Wedbush Securities

Wedbush Securities - 2 years ago - save job - copy to clipboard
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