The Company:
A prominent fortune 500 financial services firm with a nationwide network of independent financial advisors. This company offers an extensive selection of investment products and services to individuals, businesses, and institutions, with a strong emphasis on utilizing innovation and technology to cultivate client relationships.
What You Will Be Doing:
Responsible for ensuring partnered advisors receive their compensation in a timely manner. Day to day tasks include handling escalations, research, and coding/data transformation.
Qualifications:
- Degree in finance, preferred
- SIE certification, preferred
- 1-2 years in financial industry, preferred
- Technical capabilities: Microsoft Office, Excel, Beta, Oracle
- Strong attention to detail
- Critical problem solving skills
Equal Opportunity Employer:
Associate Staffing is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment based on race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected status under applicable law. We are committed to creating a diverse and inclusive work environment and welcome applicants from all backgrounds to apply for open positions with our company.
