Registered Brokerage Service Assistant
Raleighonsite
Posted 2mo ago · via Icims
About this role
Overview This position provides operational and trading support to financial planning associates and clients. Facilitates high service standards by ensuring efficient daily operations. Answers client calls for operational inquiries or account requests. Responsible for compliance documentation and filing. Processes paperwork in an accurate, timely fashion. Maintains knowledge of the Bank’s policies, procedures, and systems in order to resolve operational issues. Responsibilities & Qualifications Duties & Responsibilities: Operations Support - Addresses operational client service questions and inquiries. Researches, resolves, and communicates updates to the appropriate parties. Assists with time-sensitive operational projects and deadlines.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
We check your title trajectory against the seniority signal of the role.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Raleigh. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
More at First Brands Group
- View →Mortgage Banker Sales AssistantAtlanta, GA, US
- View →2027 Summer Intern - Accounting & Business Systems (Morristown, NJ)Morristown, NJ, US
- View →Managing Director - Middle Market Banking, Market Leader - ChicagoChicago, IL, US
- View →Manager Client Support Shared ServicesPhoenix, AZ, US
- View →Relationship Manager IIIPortsmouth, NH, US
- View →Director, Site Reliability Engineering & Capacity ManagementRaleigh, NC, US