Financial Office Assistant

Scottrade is an online brokerage firm that provides customers with a way to inexpensively manage their own investments while still receiving exceptional customer service. Headquartered in St. Louis, Missouri the firm allows investors to conveniently place trades online while offering the added assurance of over 270 branch offices nationwide. Scottrade?s culture is based on customer service and employee excellence.

DUTIES AND RESPONSIBILITIES:

Greet customers and answer phones
Receipt in check, stocks, and transfers
Open mail and process/distribute paperwork effectively
Process new account paperwork
Send out necessary paperwork needed to be completed by client
Assist brokers as necessary
Hand out packets to walk-in customer
Provide stock quotes to customers
Assist with training interns
Match incoming stocks and checks with accounts
Navigate through the activity, position, security master, and balance screens of the CRI system to obtain customer information
Follow up on new accounts
Process required document reports
Create and file new accounts and all pertinent paperwork for accounts
Handle all returned mail ? find out new address and phone numbers of customers and mail back to customers
Assist customer with the paperwork for different account types
Calculate and reiterate commissions to customers
Follow-up on any problems arising from paperwork for a customer
Contact banks on credit checks for approval
Assist all customers and branch brokers with IRA?s/set-up, distribution, nuances of each type.

REQUIRED SKILLS:

1 to 2 years general office experience preferred.
Previous experience in the brokerage industry helpful
Data entry/typing skills (minimum of 30wpm)
1 to 2 years customer service experience required
Excellent customer service skills
Great organizational, written and verbal communication skills
Math skills; ability to calculate commissions
Moderate level of computer/Internet skills
Ability to handle multiple tasks and like a fast paced environment
Interest in the stock market helpful
Foster company success through a professional appearance, being courteous to customers & all Scottrade associates, and by having a positive attitude

EDUCATION:

High school diploma or equivalent required
Associates degree or equivalent experience preferred


Please apply at our website:

http://hostedjobs.openhire.com/epostings/jobs/submit.cfm?fuseaction=dspjob&jobid=128691&company_id=15624&version=1&jobboardid=24