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Brokerage Coordinator Jobs in Oregon

Brokerage Operations Identity Specialist
By Cash App At Portland, OR, United States
Experience with identity verification and customer identification programs
Functional experience with Looker / Tableau or other data analytics tools
Technical experience scaling processes or managing projects
Knowledge and respect for SEC/FINRA regulatory and compliance rules and regulations.
Excellent verbal and written communication skills
Paid Life insurance, AD&D, and disability benefits
Brokerage Operations Specialist Jobs
By Cash App At Portland, OR, United States
5+ years of experience in brokerage operations
Functional experience with Looker / Tableau or other data analytics tools
Technical experience scaling processes or managing projects
Knowledge and respect for SEC/FINRA regulatory and compliance rules and regulations.
Excellent verbal and written communication skills
Paid Life insurance, AD&D. and disability benefits
Brokerage Intake Specialist Jobs
By Greater Oregon Behavioral Health, Inc At , Hermiston, Or From $18 an hour
Technology Savvy – proficient in Microsoft Office software and Google Suites, medical management software knowledge
Education – High School Diploma or equivalent, three years’ experience in customer service
Data Entry of ride and billing information for completed rides.
Excellent communication skills, bother verbal and written
Competitive salary – starting at $18.00 per hour, additional compensation for bilingual skills
Maintains records and reports within areas of responsibility.

Are you looking for a challenging and rewarding role in the brokerage industry? We are looking for an experienced Brokerage Coordinator to join our team! You will be responsible for managing client accounts, processing transactions, and providing customer service. If you have excellent organizational and communication skills, we want to hear from you!

Overview A Brokerage Coordinator is responsible for providing administrative and operational support to the brokerage team. They are responsible for ensuring that all brokerage transactions are completed in a timely and accurate manner. Detailed Job Description The Brokerage Coordinator is responsible for providing administrative and operational support to the brokerage team. This includes ensuring that all brokerage transactions are completed in a timely and accurate manner. The Brokerage Coordinator will also be responsible for maintaining accurate records of all transactions, preparing reports, and providing customer service to clients. Job Skills Required
• Excellent organizational and communication skills
• Ability to work independently and as part of a team
• Proficiency in Microsoft Office Suite
• Knowledge of brokerage operations and procedures
• Ability to multi-task and prioritize tasks
• Attention to detail
Job Qualifications
• Bachelor’s degree in business, finance, or related field
• At least two years of experience in a brokerage or financial services environment
• Knowledge of financial markets and products
• Ability to work in a fast-paced environment
Job Knowledge
• Knowledge of brokerage operations and procedures
• Knowledge of financial markets and products
• Knowledge of financial regulations
• Knowledge of customer service principles
Job Experience
• At least two years of experience in a brokerage or financial services environment
• Experience in customer service
• Experience in preparing reports
Job Responsibilities
• Ensure that all brokerage transactions are completed in a timely and accurate manner
• Maintain accurate records of all transactions
• Prepare reports for management
• Provide customer service to clients
• Monitor market trends and make recommendations
• Assist with the development of new products and services
• Ensure compliance with all applicable regulations and laws