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PCG Operations Coordinator
| Company | Stifel |
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| Location | Bellevue, WA, USA |
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| Salary | $40000 – $60000 |
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| Type | Full-Time |
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| Degrees | |
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| Experience Level | Junior, Mid Level |
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Requirements
- Knowledge of the financial markets, the industry, the analysis and reporting of financial data, and associated terminology.
- General understanding of the securities regulations.
- Strong focus on providing exemplary client service. Excellent grammar and possess phone/office etiquette.
- Minimum Required: High School diploma or equivalent
- Minimum Required: 2+ years of Financial/Securities industry experience
- Proficient in Microsoft Excel, Word, PowerPoint, Outlook
Responsibilities
- Acts as liaison between branch/satellite and home office personnel (i.e. questions, paperwork, etc.).
- Trains additional support staff on daily work assignments.
- Performs operational or administrative functions for client related requests.
- Accurately processes order tickets (or calls in/faxes orders to main branch) and follows up where necessary.
- Books in checks, issues receipts and accurately balances daily.
- Books in securities, issues receipts and accurately balances daily.
- Assists in the opening of customer accounts and processes changes.
Preferred Qualifications
No preferred qualifications provided.
