This job has expired, please see additional jobs below
Registered Sales Assistant
Stephens
Dallas, TX, United States
Job Details - this job has expired, please see similar jobs below
ESSENTIAL DUTIES AND RESPONSIBILITIES
• Open new accounts, obtain required information, verify accuracy, and enter into system. Set up and maintain related files and documentation.
• Take and/or Enter customer orders via Backoffice to exchanges and trading room, at request of broker or customer.
• Check reports and trade confirmations on past transactions to determine accuracy, identify any discrepancies and resolve.
• Respond to customer requests, provide information and resolve problems.
• Perform miscellaneous duties such as type correspondence and documents; answer telephones and take messages; greet visitors; make travel arrangements; make copies; mail printed materials; file; maintain reference books and materials.
• Perform other tasks as assigned by management.
EDUCATION AND/OR EXPERIENCE
Broad knowledge of such fields as advanced accounting, marketing, business administration, finance, etc. equivalent to four years of college and 12-18 months of related experience and/or training; or equivalent combination of education and experience.
COMPUTER SKILLS To perform this job successfully, an individual should have strong computer skills including the use of Microsoft Word, Excel, Outlook E-mail and the Internet. Ability to learn and operate additional software.
CERTIFICATES, LICENSES, REGISTRATIONS
Series 7 and 63 or Series 7 and 66 required.
OTHER SKILLS AND ABILITIES
Typing, alpha/numeric data entry.
REQUIRED TESTING
Microsoft Word, Excel, Typing and Alpha-Numeric Data Entry