A remote role at Empower.
How Sydicom helps: we read this listing’s requirements and tune your CV and cover letter to the keywords its ATS (Workday) is scanning for, for candidates in United States, then help you apply.
Original listing text, shown exactly as published by the company.
•
Efficiently review and process various client requests, including account enrollments, distributions, transfers, and complex transactions such as estate settlements
•
Demonstrate expertise in Self-Directed Brokerage plan conversions and maintenance, managing setup, transactions, and research tasks with precision
•
Update and maintain client accounts across multiple platforms to ensure accurate and up-to-date information
•
Thoroughly review required legal documentation for completeness before initiating processing
•
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
•
Bachelor’s degree or an equivalent combination of education and professional work experience
•
1+ years of experience in brokerage services/operations
•
FINRA 7 registration required
•
FINRA fingerprinting required
What will set you apart
•
NetX 360/Pershing experience a plus
•
Basic Microsoft Office knowledge; proven brokerage operations and industry knowledge
•
Excellent communication and organizational skills with strong attention to detail
•
Ability to multi-task and prioritize workload in a high-paced environment to complete tasks within established timelines
•
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
Other
36 open roles on Sydicom
Empower is a prominent financial services company. They provide retirement planning, investment management, and financial advice services to individuals and institutions.
Generated by Sydicom AI