Unfortunately, this job posting is expired.
Don't worry, we can still help! Below, please find related information to help you with your job search.
Don't worry, we can still help! Below, please find related information to help you with your job search.
Related keywords
Some similar recruitments
Sales Assistant Jobs
Recruited by Global Solutions Electronics Company 9 months ago
Address Tampa, FL, United States
Assistant, Sales Jobs
Recruited by RXO, Inc. 10 months ago
Address Charlotte, NC, United States
Account Executive (Domestic Brokerage Division) Jacksonville, Fl
Recruited by Ally Global Logistics LLC 11 months ago
Address Jacksonville, FL, United States
Sales Assistant Jobs
Recruited by Innisfree Hotels 11 months ago
Address , Pensacola, 32504, Fl
Brokerage Operations Analyst Jobs
Recruited by TIAA 11 months ago
Address , Charlotte, Nc
$20.64 - $34.41 an hour
Registered Dental Assistant I
Recruited by NORTHEAST VALLEY HEALTH CORPORATION 1 year ago
Address , San Fernando, 91340, Ca
$28.25 an hour
Registered Dental Assistant - Charlotte
Recruited by My Community Dental Centers Inc. 1 year ago
Address , Charlotte, 48813, Mi
$23 - $27 an hour
Freight Brokerage Operations Director
Recruited by iShared Transportation 1 year ago
Address Tampa, FL, United States
Registered Brokerage Service Assistant
Company | First Citizens Bank. |
Address | , Charlotte, 28202 |
Employment type | |
Salary | |
Expires | 2023-10-18 |
Posted at | 9 months ago |
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
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
- Documentation - Responsible for filing, completing, and maintaining department forms, including client paperwork. Assists in processing compliance files and sourcing information needed for daily activities.
- Collaboration - Works closely with associates, management, clients, and business team in fulfilling daily requests and providing necessary information. Ensures outstanding items are appropriately followed-up and deadlines met in a team environment.
- 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. Ensures all unsolicited client trading requests are executed correctly and in a timely manner.
- Account Servicing - Creates, maintains, and updates client accounts. Utilizes department systems to input account information such as money movement requests, cashier records, and other items. Identifies outstanding process needs or account actions and ensures all necessary documentation is present.
Qualifications
-
Systems Analyst - Excel, Xml, Sql, Scripting
By CyberCoders At Salt Lake City, UT, United States 8 months ago
-
(Senior) Finance & Shared Services Manager
By Catholics For Choice At Washington, DC, United States 8 months ago
-
Paralegal - Probate Administration
By CyberCoders At Miami, FL, United States 8 months ago
-
Account Executive - Automotive Software
By ECW Search At United States 8 months ago
-
Construction Project Coordinator Jobs
By CyberCoders At River Falls, WI, United States 8 months ago