Broker Dealer - Operations Associate
StateTrust Wealth Management is a full-service broker/dealer and financial advisor specializing in Wealth Management and Financial Planning that uses state of the art technology and offers unique personal service. We seek a Bilingual (English/Spanish) Operations Associate to assist our operations team and Compliance Manager with our international business in our main Headquarters in Boca Raton, Florida.
Responsibilities
Ø Performing client related activities including servicing, account openings, wire transfers, journals, issuing checks, reports, ACATs, follow-ups and reconciliation.
Ø Implementing and executing process and procedures and back-office operations
Ø Support brokers and referral brokers
Ø Keeping track of pending issues related to accounts
Ø Creation of Personal Holding Companies and all aspects of their existence.
Requirements
Ø At least 5 years of experience in the industry
Ø Knowledge of all operational processes in the broker dealer industry
Ø Detail oriented
Ø Knowledge of MS Office and computer literate
Ø Excellent communication both verbal and written in both English and Spanish
Ø Industry Licensed – series 7 and 24 a plus
Please send your resume to hr@statetrust.com
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