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Brokerage firm Sales Assistant New York

Company: Phoenix Financial Services
Location: Oriskany Falls
Posted on: January 16, 2022

Job Description:

Job Purpose: Support to Senior Stock Brokers & their clients with investment services by collecting, compiling, inputting, copying, communicating and distributing client investment information. Duties: * Provides client services by monitoring clients most recent account information; setting-up accounts; processing buy/sell authorizations, deposits, and withdrawals; gathering information for clients' other advisors, such as, attorneys and accountants; preparing documents; completing settlements; coordinating requirements with operations and back-office support. * Resolves client issues by providing information and explanations; responding to inquiries and requests. * Protects client and company interests by verifying processing compliance with internal and external guidelines; reviewing account security information; complying with federal, state, and foreign regulations; keeping information confidential. * Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations. * Enhances organization reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments. Skills/Qualifications: Must be knowledgeable in Microsoft Office Applications (Excel, Word) General Financial Skills, Reporting Skills, Analyzing Information , Dealing with Complexity, General Math Skills, Attention to Detail, Business Knowledge. If your interested in this position please email dotoya@phoenixinc.com

Keywords: Phoenix Financial Services, Syracuse , Brokerage firm Sales Assistant New York, Sales , Oriskany Falls, New York

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