A remote role at Empower.
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Original listing text, shown exactly as published by the company.
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Efficiently review and process various client requests, including account enrollments, distributions, transfers, and complex transactions such as estate settlements
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Demonstrate expertise in Self-Directed Brokerage plan conversions and maintenance, managing setup, transactions, and research tasks with precision
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Update and maintain client accounts across multiple platforms to ensure accurate and up-to-date information
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Thoroughly review required legal documentation for completeness before initiating processing
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Collaborate with clearing firm representatives, brokers/traders, colleagues, and other stakeholders, ensuring clear and effective communication to clarify information and address inquiries
What you will bring
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Bachelor’s degree or an equivalent combination of education and professional work experience
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1+ years of experience in brokerage services/operations
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FINRA 7 registration required
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FINRA fingerprinting required
What will set you apart
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NetX 360/Pershing experience a plus
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Basic Microsoft Office knowledge; proven brokerage operations and industry knowledge
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Excellent communication and organizational skills with strong attention to detail
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Ability to multi-task and prioritize workload in a high-paced environment to complete tasks within established timelines
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Collaborate with service, sales, internal business partners, and external vendors
#LI-Remote
#PJPW2
***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***
Empower
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Empower is a prominent financial services company. They provide retirement planning, investment management, and financial advice services to individuals and institutions.
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