Operations Specialist

Jersey City, New Jersey | Contract

Post Date: 10/12/2017 Job ID: 15279 Industry: ACCOUNTING/FINANCE

Operations Specialist
Jersey City, NJ 

Pay Rate:   $17/hr

This role will work within the Direct Brokerage Services unit to process brokerage account transfer and profile maintenance.

Duties include:

  • Initiate transfers, set up cash management and checking product applications, link annuities, establish online profile access for clients.
  • Various functions supported via existing accounts and documentation.
  • Detailed verification and follow-up, comparison, and status required daily.
  • Training and support will be provided, but some related experience preferred.

Qualifications and Background

  • Associate's Degree
  • 2 years experience; Financial services or clerical experience preferred
  • Strong attention to detail
  • Team-oriented and flexible to changing needs and priorities

Operations Specialist - 15279

Victoria Birchok

Apply Online

Not ready to apply?

Send an email reminder to:

Share This Job:

Related Jobs: