Fee Based Senior Associate - Trading Administration
Core
Provides operational support and assistance for fee-based trading accounts, serving as the agent between branches and the home office.
Role type
Senior Associate, Trading Administration
Builds
Fee-based agreement processing, system reconciliation, account distributions, and terminations
Domain
Financial Services / Securities Industry
Required skills
Office equipment operation, Data analysis, Problem solving, Task management, Interpersonal communication, Document preparation
Responsibilities
Process new fee-based agreements, Reconcile systems, Answer account-related calls, Research and resolve complex business issues, Maintain data files and records, Prepare correspondence and documents, Monitor incoming mail, Provide training to team members
Seniority
Mid-level (13 months to 3 years experience)
