Licensed Series 7 / 63 Investment Associate

TEKsystems
$60,000.00 - $63,000.00 / yr
United States, Texas, Fort Worth
Nov 16, 2024
Description: The Brokerage Operations Associate is responsible for servicing Advisors and clients through the processing . The Associate is responsible for capturing data, inputting transactions, evaluating information, identifying inconsistencies / inaccuracies, formulating resolutions, processing in-good-order business, maintaining daily statistics, and communicating with advisors and office staff. The Associate performs these duties within the standards set by the department. Servicing advisors in the field Data entry with Excel Document processing Identifying inconsistencies/inaccuracies Skills: series 7, financial services, excel data entry, document processing Additional Skills & Qualifications: Needs Series 7 (some roles 63 , 66, 24) Needs experience with Excel About TEKsystems: We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.